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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 | $12,223 | $138,102-91.1% | $125,381-90.3% | $134,532-90.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.66% | 750.73%-780.4pp | 572.31%-602.0pp | 418.27%-447.9pp |
| Employer contribution / active EE | $2,697 | $5,245-48.6% | $4,815-44.0% | $4,741-43.1% |
| Participant deferral / active EE | $6,636 | $7,801-14.9% | $7,448-10.9% | $6,401+3.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |