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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 | $5,255 | $138,102-96.2% | $125,381-95.8% | $134,532-96.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -32.98% | 750.73%-783.7pp | 572.31%-605.3pp | 418.27%-451.3pp |
| Employer contribution / active EE | $1,267 | $5,245-75.8% | $4,815-73.7% | $4,741-73.3% |
| Participant deferral / active EE | $2,732 | $7,801-65.0% | $7,448-63.3% | $6,401-57.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |