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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 | $13,981 | $180,459-92.3% | $154,108-90.9% | $135,380-89.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.53% | 888.21%-899.7pp | 735.21%-746.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $1,264 | $6,035-79.1% | $5,298-76.1% | $4,779-73.6% |
| Participant deferral / active EE | $6,323 | $5,806+8.9% | $5,081+24.5% | $5,609+12.7% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |