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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 | $7,623 | $90,607-91.6% | $79,467-90.4% | $135,380-94.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -140.16% | 977.74%-1117.9pp | 718.30%-858.5pp | 519.81%-660.0pp |
| Employer contribution / active EE | $1,580 | $3,068-48.5% | $2,800-43.6% | $4,779-66.9% |
| Participant deferral / active EE | $4,880 | $4,050+20.5% | $3,704+31.8% | $5,609-13.0% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |