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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 | $6,738 | $180,462-96.3% | $154,111-95.6% | $135,379-95.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -21.02% | 888.17%-909.2pp | 735.18%-756.2pp | 519.79%-540.8pp |
| Employer contribution / active EE | $2,402 | $6,036-60.2% | $5,298-54.7% | $4,779-49.7% |
| Participant deferral / active EE | $2,925 | $5,806-49.6% | $5,081-42.4% | $5,609-47.8% |
| Admin fee / account holder | $35 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |