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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 | $13,765 | $138,102-90.0% | $125,381-89.0% | $134,532-89.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.83% | 750.73%-774.6pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,633 | $5,245-49.8% | $4,815-45.3% | $4,741-44.5% |
| Participant deferral / active EE | $9,742 | $7,801+24.9% | $7,448+30.8% | $6,401+52.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |