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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 | $15,556 | $180,462-91.4% | $154,111-89.9% | $135,379-88.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -14.08% | 888.17%-902.3pp | 735.18%-749.3pp | 519.79%-533.9pp |
| Employer contribution / active EE | $2,407 | $6,036-60.1% | $5,298-54.6% | $4,779-49.6% |
| Participant deferral / active EE | $4,473 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $231 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |