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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 | $10,599 | $97,732-89.2% | $83,831-87.4% | $135,380-92.2% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -17.95% | 1287.56%-1305.5pp | 850.99%-868.9pp | 519.81%-537.8pp |
| Employer contribution / active EE | $2,334 | $4,222-44.7% | $3,631-35.7% | $4,779-51.2% |
| Participant deferral / active EE | $4,511 | $4,683-3.7% | $4,082+10.5% | $5,609-19.6% |
| Admin fee / account holder | $71 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |