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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 | $7,943 | $97,761-91.9% | $83,850-90.5% | $135,382-94.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -62.46% | 1287.44%-1349.9pp | 850.92%-913.4pp | 519.77%-582.2pp |
| Employer contribution / active EE | $1,860 | $4,222-55.9% | $3,631-48.8% | $4,779-61.1% |
| Participant deferral / active EE | $4,084 | $4,682-12.8% | $4,082+0.1% | $5,609-27.2% |
| Admin fee / account holder | $287 | $6,674-95.7% | $5,478-94.8% | $10,829-97.4% |