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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 | $16,431 | $135,645-87.9% | $110,243-85.1% | $135,380-87.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -17.43% | 513.24%-530.7pp | 314.76%-332.2pp | 519.81%-537.2pp |
| Employer contribution / active EE | $3,309 | $4,907-32.6% | $3,827-13.5% | $4,779-30.8% |
| Participant deferral / active EE | $5,126 | $5,507-6.9% | $4,672+9.7% | $5,609-8.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |