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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 | $13,789 | $160,059-91.4% | $140,019-90.2% | $135,379-89.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -16.64% | 911.44%-928.1pp | 651.15%-667.8pp | 519.79%-536.4pp |
| Employer contribution / active EE | $1,674 | $6,420-73.9% | $5,605-70.1% | $4,779-65.0% |
| Participant deferral / active EE | $4,677 | $7,641-38.8% | $6,927-32.5% | $5,609-16.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |