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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 | $26,440 | $160,059-83.5% | $140,019-81.1% | $135,380-80.5% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -11.19% | 911.48%-922.7pp | 651.17%-662.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,083 | $6,420-67.6% | $5,605-62.8% | $4,779-56.4% |
| Participant deferral / active EE | $6,565 | $7,641-14.1% | $6,927-5.2% | $5,609+17.0% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |