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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 | $11,414 | $84,685-86.5% | $73,836-84.5% | $125,389-90.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -4.80% | 3123.80%-3128.6pp | 2268.06%-2272.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $529 | $3,123-83.1% | $2,787-81.0% | $4,866-89.1% |
| Participant deferral / active EE | $1,256 | $3,993-68.5% | $3,583-64.9% | $5,352-76.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |