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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 | $10,142 | $138,114-92.7% | $125,391-91.9% | $134,545-92.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.66% | 750.88%-777.5pp | 572.41%-599.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $2,432 | $5,246-53.6% | $4,816-49.5% | $4,742-48.7% |
| Participant deferral / active EE | $3,551 | $7,801-54.5% | $7,448-52.3% | $6,401-44.5% |
| Admin fee / account holder | $38 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |