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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 | $14,115 | $180,462-92.2% | $154,111-90.8% | $135,379-89.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -13.27% | 888.17%-901.4pp | 735.18%-748.4pp | 519.79%-533.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,828 | $5,806-16.8% | $5,081-5.0% | $5,609-13.9% |
| Admin fee / account holder | $71 | $16,145-99.6% | $13,411-99.5% | $10,828-99.3% |