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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 | $26,313 | $180,459-85.4% | $154,108-82.9% | $135,380-80.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.64% | 888.21%-897.8pp | 735.21%-744.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,729 | $6,035-54.8% | $5,298-48.5% | $4,779-42.9% |
| Participant deferral / active EE | $7,468 | $5,806+28.6% | $5,081+47.0% | $5,609+33.1% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |