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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 | $11,687 | $97,732-88.0% | $83,831-86.1% | $135,380-91.4% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -13.75% | 1287.56%-1301.3pp | 850.99%-864.7pp | 519.81%-533.6pp |
| Employer contribution / active EE | $3,670 | $4,222-13.1% | $3,631+1.1% | $4,779-23.2% |
| Participant deferral / active EE | $4,783 | $4,683+2.1% | $4,082+17.2% | $5,609-14.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |