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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 | $16,117 | $160,059-89.9% | $140,019-88.5% | $135,380-88.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -9.82% | 911.48%-921.3pp | 651.17%-661.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $4,044 | $6,420-37.0% | $5,605-27.9% | $4,779-15.4% |
| Participant deferral / active EE | $3,769 | $7,641-50.7% | $6,927-45.6% | $5,609-32.8% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |