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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 | $17,215 | $160,059-89.2% | $140,019-87.7% | $135,380-87.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -23.78% | 911.48%-935.3pp | 651.17%-674.9pp | 519.81%-543.6pp |
| Employer contribution / active EE | $6,698 | $6,420+4.3% | $5,605+19.5% | $4,779+40.2% |
| Participant deferral / active EE | $10,848 | $7,641+42.0% | $6,927+56.6% | $5,609+93.4% |
| Admin fee / account holder | $189 | $13,328-98.6% | $10,705-98.2% | $10,828-98.3% |