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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 | $5,868 | $82,674-92.9% | $125,381-95.3% | $68,486-91.4% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -67.57% | -5.97%-61.6pp | 572.31%-639.9pp | -7.85%-59.7pp |
| Employer contribution / active EE | $1,920 | $3,382-43.2% | $4,815-60.1% | $2,597-26.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |