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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 | $5,019 | $138,078-96.4% | $125,363-96.0% | $134,509-96.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -180.62% | 750.49%-931.1pp | 572.15%-752.8pp | 418.13%-598.8pp |
| Employer contribution / active EE | $5,120 | $5,245-2.4% | $4,815+6.3% | $4,741+8.0% |
| Participant deferral / active EE | $6,490 | $7,800-16.8% | $7,447-12.9% | $6,400+1.4% |
| Admin fee / account holder | $186 | $11,566-98.4% | $10,005-98.1% | $11,427-98.4% |