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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 | $14,635 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.79% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,387 | $5,245-73.6% | $4,815-71.2% | $4,741-70.8% |
| Participant deferral / active EE | $8,944 | $7,801+14.7% | $7,448+20.1% | $6,401+39.7% |
| Admin fee / account holder | $103 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |