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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 | $12,935 | $135,645-90.5% | $110,243-88.3% | $135,379-90.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -11.27% | 513.24%-524.5pp | 314.76%-326.0pp | 519.79%-531.1pp |
| Employer contribution / active EE | $1,182 | $4,907-75.9% | $3,827-69.1% | $4,779-75.3% |
| Participant deferral / active EE | $4,166 | $5,507-24.3% | $4,672-10.8% | $5,609-25.7% |
| Admin fee / account holder | $238 | $11,458-97.9% | $8,548-97.2% | $10,828-97.8% |