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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 | $7,514 | $176,105-95.7% | $159,474-95.3% | $167,536-95.5% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | -18.94% | 331.91%-350.8pp | 263.68%-282.6pp | 478.82%-497.8pp |
| Employer contribution / active EE | $4,147 | $5,299-21.7% | $4,831-14.2% | $4,839-14.3% |
| Participant deferral / active EE | $7,244 | $7,751-6.5% | $7,353-1.5% | $6,342+14.2% |
| Admin fee / account holder | $212 | $12,559-98.3% | $10,802-98.0% | $12,315-98.3% |