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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 | $14,072 | $138,102-89.8% | $125,381-88.8% | $134,532-89.5% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -29.38% | 750.73%-780.1pp | 572.31%-601.7pp | 418.27%-447.6pp |
| Employer contribution / active EE | $3,316 | $5,245-36.8% | $4,815-31.1% | $4,741-30.1% |
| Participant deferral / active EE | $4,730 | $7,801-39.4% | $7,448-36.5% | $6,401-26.1% |
| Admin fee / account holder | $63 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |