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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 | $8,514 | $190,879-95.5% | $160,009-94.7% | $134,532-93.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -26.64% | 552.63%-579.3pp | 408.85%-435.5pp | 418.27%-444.9pp |
| Employer contribution / active EE | $3,077 | $4,995-38.4% | $4,225-27.2% | $4,741-35.1% |
| Participant deferral / active EE | $6,078 | $6,924-12.2% | $6,183-1.7% | $6,401-5.1% |
| Admin fee / account holder | $16 | $10,495-99.8% | $8,715-99.8% | $11,429-99.9% |