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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 | $12,866 | $180,459-92.9% | $154,108-91.7% | $135,380-90.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -46.08% | 888.21%-934.3pp | 735.21%-781.3pp | 519.81%-565.9pp |
| Employer contribution / active EE | $5,600 | $6,035-7.2% | $5,298+5.7% | $4,779+17.2% |
| Participant deferral / active EE | $2,345 | $5,806-59.6% | $5,081-53.8% | $5,609-58.2% |
| Admin fee / account holder | $173 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |