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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 | $4,715 | $92,684-94.9% | $82,706-94.3% | $134,509-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.97% | 945.84%-971.8pp | 701.76%-727.7pp | 418.13%-444.1pp |
| Employer contribution / active EE | $1,164 | $3,272-64.4% | $3,007-61.3% | $4,741-75.4% |
| Participant deferral / active EE | $1,950 | $4,800-59.4% | $4,394-55.6% | $6,400-69.5% |
| Admin fee / account holder | $15 | $5,982-99.8% | $5,329-99.7% | $11,427-99.9% |