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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 | $13,260 | $97,732-86.4% | $83,831-84.2% | $135,380-90.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -30.10% | 1287.56%-1317.7pp | 850.99%-881.1pp | 519.81%-549.9pp |
| Employer contribution / active EE | $1,679 | $4,222-60.2% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $6,978 | $4,683+49.0% | $4,082+70.9% | $5,609+24.4% |
| Admin fee / account holder | $99 | $6,675-98.5% | $5,479-98.2% | $10,828-99.1% |