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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 | $10,744 | $97,732-89.0% | $83,831-87.2% | $135,380-92.1% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -10.86% | 1287.56%-1298.4pp | 850.99%-861.8pp | 519.81%-530.7pp |
| Employer contribution / active EE | $2,392 | $4,222-43.4% | $3,631-34.1% | $4,779-50.0% |
| Participant deferral / active EE | $4,609 | $4,683-1.6% | $4,082+12.9% | $5,609-17.8% |
| Admin fee / account holder | $131 | $6,675-98.0% | $5,479-97.6% | $10,828-98.8% |