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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 | $12,461 | $135,645-90.8% | $110,243-88.7% | $135,380-90.8% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -11.91% | 513.24%-525.1pp | 314.76%-326.7pp | 519.81%-531.7pp |
| Employer contribution / active EE | $1,657 | $4,907-66.2% | $3,827-56.7% | $4,779-65.3% |
| Participant deferral / active EE | $3,211 | $5,507-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $16 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |