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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 | $9,166 | $138,114-93.4% | $125,391-92.7% | $134,545-93.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -22.70% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,964 | $5,246-62.6% | $4,816-59.2% | $4,742-58.6% |
| Participant deferral / active EE | $3,978 | $7,801-49.0% | $7,448-46.6% | $6,401-37.9% |
| Admin fee / account holder | $80 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |