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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 | $2,937 | $147,727-98.0% | $115,756-97.5% | $134,532-97.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.1%+8.6pp | 81.2%+4.5pp |
| Annual return | -93.58% | 73.96%-167.5pp | 143.14%-236.7pp | 418.27%-511.8pp |
| Employer contribution / active EE | $857 | $4,713-81.8% | $3,793-77.4% | $4,741-81.9% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |