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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 | $5,604 | $180,459-96.9% | $154,108-96.4% | $135,380-95.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -45.04% | 888.21%-933.2pp | 735.21%-780.2pp | 519.81%-564.8pp |
| Employer contribution / active EE | $1,953 | $6,035-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $3,515 | $5,806-39.5% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |