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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 | $3,973 | $190,916-97.9% | $160,037-97.5% | $134,545-97.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.6pp | 81.2%-9.8pp |
| Annual return | -23.39% | 552.79%-576.2pp | 408.95%-432.3pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,116 | $4,996-77.7% | $4,226-73.6% | $4,742-76.5% |
| Participant deferral / active EE | $1,921 | $6,925-72.3% | $6,184-68.9% | $6,401-70.0% |
| Admin fee / account holder | $288 | $10,497-97.3% | $8,716-96.7% | $11,431-97.5% |