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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 | $5,623 | $90,606-93.8% | $79,466-92.9% | $135,379-95.8% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -71.22% | 977.69%-1048.9pp | 718.28%-789.5pp | 519.79%-591.0pp |
| Employer contribution / active EE | $1,371 | $3,068-55.3% | $2,800-51.0% | $4,779-71.3% |
| Participant deferral / active EE | $2,806 | $4,050-30.7% | $3,704-24.2% | $5,609-50.0% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |