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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 | $8,443 | $135,645-93.8% | $110,243-92.3% | $135,380-93.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -19.61% | 513.24%-532.8pp | 314.76%-334.4pp | 519.81%-539.4pp |
| Employer contribution / active EE | $1,899 | $4,907-61.3% | $3,827-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $1,899 | $5,507-65.5% | $4,672-59.4% | $5,609-66.1% |
| Admin fee / account holder | $76 | $11,458-99.3% | $8,548-99.1% | $10,828-99.3% |