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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 | $12,887 | $135,645-90.5% | $110,243-88.3% | $135,379-90.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -15.45% | 513.24%-528.7pp | 314.76%-330.2pp | 519.79%-535.2pp |
| Employer contribution / active EE | $4,629 | $4,907-5.7% | $3,827+21.0% | $4,779-3.1% |
| Participant deferral / active EE | $9,153 | $5,507+66.2% | $4,672+95.9% | $5,609+63.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |