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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 | $14,193 | $138,102-89.7% | $125,381-88.7% | $134,532-89.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -24.59% | 750.73%-775.3pp | 572.31%-596.9pp | 418.27%-442.9pp |
| Employer contribution / active EE | $3,188 | $5,245-39.2% | $4,815-33.8% | $4,741-32.8% |
| Participant deferral / active EE | $6,974 | $7,801-10.6% | $7,448-6.4% | $6,401+9.0% |
| Admin fee / account holder | $15 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |