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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 | $7,486 | $138,076-94.6% | $123,553-93.9% | $135,380-94.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -57.51% | 153.70%-211.2pp | 119.21%-176.7pp | 519.81%-577.3pp |
| Employer contribution / active EE | $1,898 | $5,152-63.2% | $4,628-59.0% | $4,779-60.3% |
| Participant deferral / active EE | $4,087 | $6,800-39.9% | $6,426-36.4% | $5,609-27.1% |
| Admin fee / account holder | $37 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |