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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 | $4,995 | $92,743-94.6% | $82,744-94.0% | $134,532-96.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -64.20% | 946.63%-1010.8pp | 702.22%-766.4pp | 418.27%-482.5pp |
| Employer contribution / active EE | $1,102 | $3,273-66.3% | $3,008-63.4% | $4,741-76.7% |
| Participant deferral / active EE | $3,770 | $4,802-21.5% | $4,395-14.2% | $6,401-41.1% |
| Admin fee / account holder | $9 | $5,977-99.9% | $5,325-99.8% | $11,429-99.9% |