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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 | $8,768 | $180,459-95.1% | $154,108-94.3% | $135,380-93.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -16.85% | 888.21%-905.1pp | 735.21%-752.1pp | 519.81%-536.7pp |
| Employer contribution / active EE | $2,148 | $6,035-64.4% | $5,298-59.5% | $4,779-55.1% |
| Participant deferral / active EE | $4,522 | $5,806-22.1% | $5,081-11.0% | $5,609-19.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |