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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,476 | $160,059-90.3% | $140,019-88.9% | $135,380-88.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.55% | 911.48%-924.0pp | 651.17%-663.7pp | 519.81%-532.4pp |
| Employer contribution / active EE | $3,399 | $6,420-47.0% | $5,605-39.4% | $4,779-28.9% |
| Participant deferral / active EE | $4,594 | $7,641-39.9% | $6,927-33.7% | $5,609-18.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |