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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 | $26,901 | $180,459-85.1% | $154,108-82.5% | $135,380-80.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -9.03% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $3,199 | $6,035-47.0% | $5,298-39.6% | $4,779-33.1% |
| Participant deferral / active EE | $4,805 | $5,806-17.2% | $5,081-5.4% | $5,609-14.3% |
| Admin fee / account holder | $111 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |