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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 | $11,545 | $97,729-88.2% | $83,830-86.2% | $135,379-91.5% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -12.00% | 1287.52%-1299.5pp | 850.97%-863.0pp | 519.79%-531.8pp |
| Employer contribution / active EE | $851 | $4,222-79.8% | $3,631-76.6% | $4,779-82.2% |
| Participant deferral / active EE | $4,654 | $4,683-0.6% | $4,082+14.0% | $5,609-17.0% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,479-98.9% | $10,828-99.4% |