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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 | $19,705 | $180,466-89.1% | $154,114-87.2% | $135,382-85.4% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -9.00% | 888.15%-897.2pp | 735.16%-744.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $3,615 | $6,035-40.1% | $5,298-31.8% | $4,779-24.4% |
| Participant deferral / active EE | $2,726 | $5,806-53.1% | $5,081-46.4% | $5,609-51.4% |
| Admin fee / account holder | $74 | $16,144-99.5% | $13,411-99.5% | $10,829-99.3% |