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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 | $7,614 | $90,606-91.6% | $79,466-90.4% | $135,379-94.4% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -13.75% | 977.69%-991.4pp | 718.28%-732.0pp | 519.79%-533.5pp |
| Employer contribution / active EE | $917 | $3,068-70.1% | $2,800-67.3% | $4,779-80.8% |
| Participant deferral / active EE | $2,423 | $4,050-40.2% | $3,704-34.6% | $5,609-56.8% |
| Admin fee / account holder | $64 | $5,895-98.9% | $5,104-98.7% | $10,828-99.4% |