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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 | $18,227 | $180,459-89.9% | $154,108-88.2% | $135,380-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.67% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,753 | $6,035-71.0% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $6,633 | $5,806+14.2% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $74 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |