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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 | $11,229 | $138,102-91.9% | $125,381-91.0% | $134,532-91.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -131.08% | 750.73%-881.8pp | 572.31%-703.4pp | 418.27%-549.3pp |
| Employer contribution / active EE | $3,979 | $5,245-24.2% | $4,815-17.4% | $4,741-16.1% |
| Participant deferral / active EE | $7,661 | $7,801-1.8% | $7,448+2.9% | $6,401+19.7% |
| Admin fee / account holder | $142 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |