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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 | $26,328 | $180,459-85.4% | $154,108-82.9% | $135,380-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.02% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $3,014 | $6,035-50.1% | $5,298-43.1% | $4,779-36.9% |
| Participant deferral / active EE | $5,835 | $5,806+0.5% | $5,081+14.9% | $5,609+4.0% |
| Admin fee / account holder | $127 | $16,145-99.2% | $13,411-99.1% | $10,828-98.8% |