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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 | $13,094 | $138,114-90.5% | $125,391-89.6% | $134,545-90.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.33% | 750.88%-777.2pp | 572.41%-598.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,669 | $5,246-49.1% | $4,816-44.6% | $4,742-43.7% |
| Participant deferral / active EE | $5,243 | $7,801-32.8% | $7,448-29.6% | $6,401-18.1% |
| Admin fee / account holder | $184 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |