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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 | $21,639 | $160,059-86.5% | $140,019-84.5% | $135,380-84.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -12.45% | 911.48%-923.9pp | 651.17%-663.6pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,505 | $6,420-76.6% | $5,605-73.2% | $4,779-68.5% |
| Participant deferral / active EE | $5,417 | $7,641-29.1% | $6,927-21.8% | $5,609-3.4% |
| Admin fee / account holder | $260 | $13,328-98.0% | $10,705-97.6% | $10,828-97.6% |