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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 | $8,750 | $138,114-93.7% | $125,391-93.0% | $134,545-93.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -37.43% | 750.88%-788.3pp | 572.41%-609.8pp | 418.37%-455.8pp |
| Employer contribution / active EE | $2,576 | $5,246-50.9% | $4,816-46.5% | $4,742-45.7% |
| Participant deferral / active EE | $4,094 | $7,801-47.5% | $7,448-45.0% | $6,401-36.0% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |