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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 | $26,492 | $209,428-87.4% | $178,498-85.2% | $158,950-83.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | -13.51% | 188.78%-202.3pp | 151.09%-164.6pp | 302.91%-316.4pp |
| Employer contribution / active EE | $2,882 | $5,707-49.5% | $5,011-42.5% | $4,762-39.5% |
| Participant deferral / active EE | $7,200 | $5,955+20.9% | $5,202+38.4% | $5,983+20.4% |
| Admin fee / account holder | $251 | $17,077-98.5% | $13,985-98.2% | $11,248-97.8% |