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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 | $6,870 | $180,459-96.2% | $154,108-95.5% | $135,380-94.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -72.68% | 888.21%-960.9pp | 735.21%-807.9pp | 519.81%-592.5pp |
| Employer contribution / active EE | $2,577 | $6,035-57.3% | $5,298-51.4% | $4,779-46.1% |
| Participant deferral / active EE | $3,098 | $5,806-46.6% | $5,081-39.0% | $5,609-44.8% |
| Admin fee / account holder | $256 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |