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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 | $7,204 | $97,732-92.6% | $83,831-91.4% | $135,380-94.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -38.01% | 1287.56%-1325.6pp | 850.99%-889.0pp | 519.81%-557.8pp |
| Employer contribution / active EE | $1,918 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $3,923 | $4,683-16.2% | $4,082-3.9% | $5,609-30.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |