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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 | $26,786 | $180,462-85.2% | $154,111-82.6% | $135,379-80.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.42% | 888.17%-897.6pp | 735.18%-744.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $4,212 | $6,036-30.2% | $5,298-20.5% | $4,779-11.9% |
| Participant deferral / active EE | $6,506 | $5,806+12.1% | $5,081+28.1% | $5,609+16.0% |
| Admin fee / account holder | $24 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |