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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 | $11,247 | $138,102-91.9% | $125,381-91.0% | $134,532-91.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.94% | 750.73%-772.7pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,684 | $5,245-67.9% | $4,815-65.0% | $4,741-64.5% |
| Participant deferral / active EE | $4,724 | $7,801-39.4% | $7,448-36.6% | $6,401-26.2% |
| Admin fee / account holder | $131 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |