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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 | $10,784 | $138,102-92.2% | $125,381-91.4% | $134,532-92.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -36.48% | 750.73%-787.2pp | 572.31%-608.8pp | 418.27%-454.7pp |
| Employer contribution / active EE | $1,484 | $5,245-71.7% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $4,462 | $7,801-42.8% | $7,448-40.1% | $6,401-30.3% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |