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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 | $7,084 | $138,114-94.9% | $125,391-94.4% | $134,545-94.7% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -28.22% | 750.88%-779.1pp | 572.41%-600.6pp | 418.37%-446.6pp |
| Employer contribution / active EE | $1,995 | $5,246-62.0% | $4,816-58.6% | $4,742-57.9% |
| Participant deferral / active EE | $3,041 | $7,801-61.0% | $7,448-59.2% | $6,401-52.5% |
| Admin fee / account holder | $90 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |