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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 | $6,346 | $138,102-95.4% | $125,381-94.9% | $134,532-95.3% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -29.85% | 750.73%-780.6pp | 572.31%-602.2pp | 418.27%-448.1pp |
| Employer contribution / active EE | $1,545 | $5,245-70.5% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $3,337 | $7,801-57.2% | $7,448-55.2% | $6,401-47.9% |
| Admin fee / account holder | $300 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |