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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 | $7,044 | $138,102-94.9% | $125,381-94.4% | $134,532-94.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -25.37% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $2,115 | $5,245-59.7% | $4,815-56.1% | $4,741-55.4% |
| Participant deferral / active EE | $3,399 | $7,801-56.4% | $7,448-54.4% | $6,401-46.9% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |