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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 | $2,724 | $197,819-98.6% | $155,789-98.3% | $125,388-97.8% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -11.64% | 86.73%-98.4pp | 71.54%-83.2pp | 282.24%-293.9pp |
| Employer contribution / active EE | $493 | $4,850-89.8% | $3,839-87.1% | $4,866-89.9% |
| Participant deferral / active EE | $1,303 | $5,631-76.9% | $4,798-72.8% | $5,352-75.6% |
| Admin fee / account holder | $287 | $9,544-97.0% | $7,477-96.2% | $9,541-97.0% |