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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 | $6,806 | $138,114-95.1% | $125,391-94.6% | $134,545-94.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -38.95% | 750.88%-789.8pp | 572.41%-611.4pp | 418.37%-457.3pp |
| Employer contribution / active EE | $1,778 | $5,246-66.1% | $4,816-63.1% | $4,742-62.5% |
| Participant deferral / active EE | $6,609 | $7,801-15.3% | $7,448-11.3% | $6,401+3.3% |
| Admin fee / account holder | $86 | $11,570-99.3% | $10,009-99.1% | $11,431-99.2% |