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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 | $4,221 | $90,607-95.3% | $79,467-94.7% | $135,380-96.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -25.90% | 977.74%-1003.6pp | 718.30%-744.2pp | 519.81%-545.7pp |
| Employer contribution / active EE | $378 | $3,068-87.7% | $2,800-86.5% | $4,779-92.1% |
| Participant deferral / active EE | $2,551 | $4,050-37.0% | $3,704-31.1% | $5,609-54.5% |
| Admin fee / account holder | $91 | $5,895-98.5% | $5,104-98.2% | $10,828-99.2% |