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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 | $8,433 | $90,607-90.7% | $79,467-89.4% | $135,380-93.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -11.97% | 977.74%-989.7pp | 718.30%-730.3pp | 519.81%-531.8pp |
| Employer contribution / active EE | $621 | $3,068-79.7% | $2,800-77.8% | $4,779-87.0% |
| Participant deferral / active EE | $1,873 | $4,050-53.7% | $3,704-49.4% | $5,609-66.6% |
| Admin fee / account holder | $5 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |