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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 | $10,483 | $138,114-92.4% | $125,391-91.6% | $134,545-92.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -24.89% | 750.88%-775.8pp | 572.41%-597.3pp | 418.37%-443.3pp |
| Employer contribution / active EE | $1,977 | $5,246-62.3% | $4,816-59.0% | $4,742-58.3% |
| Participant deferral / active EE | $5,282 | $7,801-32.3% | $7,448-29.1% | $6,401-17.5% |
| Admin fee / account holder | $52 | $11,570-99.6% | $10,009-99.5% | $11,431-99.5% |