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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 | $28,233 | $180,459-84.4% | $154,108-81.7% | $135,380-79.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.10% | 888.21%-899.3pp | 735.21%-746.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $4,277 | $6,035-29.1% | $5,298-19.3% | $4,779-10.5% |
| Participant deferral / active EE | $6,752 | $5,806+16.3% | $5,081+32.9% | $5,609+20.4% |
| Admin fee / account holder | $32 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |