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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 | $4,506 | $138,078-96.7% | $125,363-96.4% | $134,509-96.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.82% | 750.49%-774.3pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,690 | $5,245-67.8% | $4,815-64.9% | $4,741-64.3% |
| Participant deferral / active EE | $2,676 | $7,800-65.7% | $7,447-64.1% | $6,400-58.2% |
| Admin fee / account holder | $55 | $11,566-99.5% | $10,005-99.5% | $11,427-99.5% |