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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 | $3,044 | $82,630-96.3% | $64,105-95.3% | $125,393-97.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 68.2%+21.3pp | 83.2%+6.3pp |
| Annual return | -5.09% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.23%-287.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $817 | $3,608-77.4% | $2,822-71.0% | $5,351-84.7% |
| Admin fee / account holder | $173 | $6,382-97.3% | $4,499-96.2% | $9,541-98.2% |