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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 | $11,923 | $138,078-91.4% | $125,363-90.5% | $134,509-91.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -23.83% | 750.49%-774.3pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $2,316 | $5,245-55.8% | $4,815-51.9% | $4,741-51.1% |
| Participant deferral / active EE | $7,790 | $7,800-0.1% | $7,447+4.6% | $6,400+21.7% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |