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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 | $5,713 | $84,685-93.3% | $73,836-92.3% | $125,389-95.4% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -4.46% | 3123.80%-3128.3pp | 2268.06%-2272.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $510 | $3,123-83.7% | $2,787-81.7% | $4,866-89.5% |
| Participant deferral / active EE | $1,925 | $3,993-51.8% | $3,583-46.3% | $5,352-64.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |