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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 | $21,430 | $180,459-88.1% | $154,108-86.1% | $135,380-84.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.43% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $2,723 | $6,035-54.9% | $5,298-48.6% | $4,779-43.0% |
| Participant deferral / active EE | $5,811 | $5,806+0.1% | $5,081+14.4% | $5,609+3.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |