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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 | $12,976 | $138,102-90.6% | $125,381-89.7% | $134,532-90.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -32.59% | 750.73%-783.3pp | 572.31%-604.9pp | 418.27%-450.9pp |
| Employer contribution / active EE | $2,420 | $5,245-53.9% | $4,815-49.7% | $4,741-49.0% |
| Participant deferral / active EE | $9,919 | $7,801+27.2% | $7,448+33.2% | $6,401+55.0% |
| Admin fee / account holder | $126 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |