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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 | $11,995 | $135,645-91.2% | $110,243-89.1% | $135,379-91.1% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -12.09% | 513.24%-525.3pp | 314.76%-326.8pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,444 | $4,907-70.6% | $3,827-62.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,413 | $5,507-56.2% | $4,672-48.3% | $5,609-57.0% |
| Admin fee / account holder | $147 | $11,458-98.7% | $8,548-98.3% | $10,828-98.6% |