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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 | $4,876 | $180,459-97.3% | $154,108-96.8% | $135,380-96.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.68% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,589 | $6,035-73.7% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $2,839 | $5,806-51.1% | $5,081-44.1% | $5,609-49.4% |
| Admin fee / account holder | $122 | $16,145-99.2% | $13,411-99.1% | $10,828-98.9% |