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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 | $13,031 | $209,425-93.8% | $178,499-92.7% | $158,966-91.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.51% | 188.80%-192.3pp | 151.10%-154.6pp | 302.95%-306.5pp |
| Employer contribution / active EE | $4,810 | $5,707-15.7% | $5,011-4.0% | $4,762+1.0% |
| Participant deferral / active EE | $3,793 | $5,955-36.3% | $5,202-27.1% | $5,983-36.6% |
| Admin fee / account holder | $221 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |