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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 | $24,298 | $135,645-82.1% | $110,243-78.0% | $135,379-82.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -11.10% | 513.24%-524.3pp | 314.76%-325.9pp | 519.79%-530.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,968 | $5,507-46.1% | $4,672-36.5% | $5,609-47.1% |
| Admin fee / account holder | $128 | $11,458-98.9% | $8,548-98.5% | $10,828-98.8% |