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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 | $20,320 | $160,059-87.3% | $140,019-85.5% | $135,380-85.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -10.97% | 911.48%-922.4pp | 651.17%-662.1pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,372 | $6,420-78.6% | $5,605-75.5% | $4,779-71.3% |
| Participant deferral / active EE | $7,047 | $7,641-7.8% | $6,927+1.7% | $5,609+25.6% |
| Admin fee / account holder | $222 | $13,328-98.3% | $10,705-97.9% | $10,828-98.0% |