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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 | $8,963 | $84,684-89.4% | $73,835-87.9% | $125,388-92.9% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.4%+5.7pp | 83.2%-4.0pp |
| Annual return | -3.80% | 3123.93%-3127.7pp | 2268.13%-2271.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $507 | $3,123-83.8% | $2,788-81.8% | $4,866-89.6% |
| Participant deferral / active EE | $1,280 | $3,993-68.0% | $3,583-64.3% | $5,352-76.1% |
| Admin fee / account holder | $73 | $5,691-98.7% | $4,880-98.5% | $9,541-99.2% |