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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 | $11,841 | $138,078-91.4% | $125,363-90.6% | $134,509-91.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -37.41% | 750.49%-787.9pp | 572.15%-609.6pp | 418.13%-455.5pp |
| Employer contribution / active EE | $3,680 | $5,245-29.8% | $4,815-23.6% | $4,741-22.4% |
| Participant deferral / active EE | $7,281 | $7,800-6.7% | $7,447-2.2% | $6,400+13.8% |
| Admin fee / account holder | $11 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |