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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 | $12,314 | $135,639-90.9% | $110,241-88.8% | $135,382-90.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -11.95% | 513.21%-525.2pp | 314.75%-326.7pp | 519.77%-531.7pp |
| Employer contribution / active EE | $2,252 | $4,907-54.1% | $3,827-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $5,574 | $5,507+1.2% | $4,672+19.3% | $5,609-0.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |