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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 | $11,830 | $180,462-93.4% | $154,111-92.3% | $135,379-91.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -20.77% | 888.17%-908.9pp | 735.18%-756.0pp | 519.79%-540.6pp |
| Employer contribution / active EE | $5,879 | $6,036-2.6% | $5,298+11.0% | $4,779+23.0% |
| Participant deferral / active EE | $3,572 | $5,806-38.5% | $5,081-29.7% | $5,609-36.3% |
| Admin fee / account holder | $26 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |