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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 | $10,432 | $138,114-92.4% | $125,391-91.7% | $134,545-92.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -25.01% | 750.88%-775.9pp | 572.41%-597.4pp | 418.37%-443.4pp |
| Employer contribution / active EE | $2,297 | $5,246-56.2% | $4,816-52.3% | $4,742-51.6% |
| Participant deferral / active EE | $4,277 | $7,801-45.2% | $7,448-42.6% | $6,401-33.2% |
| Admin fee / account holder | $240 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |