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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 | $6,829 | $97,761-93.0% | $83,850-91.9% | $135,382-95.0% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -10.76% | 1287.44%-1298.2pp | 850.92%-861.7pp | 519.77%-530.5pp |
| Employer contribution / active EE | $1,870 | $4,222-55.7% | $3,631-48.5% | $4,779-60.9% |
| Participant deferral / active EE | $2,337 | $4,682-50.1% | $4,082-42.7% | $5,609-58.3% |
| Admin fee / account holder | $155 | $6,674-97.7% | $5,478-97.2% | $10,829-98.6% |