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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 | $7,439 | $90,607-91.8% | $79,467-90.6% | $135,380-94.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.00% | 977.74%-988.7pp | 718.30%-729.3pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,345 | $3,068-56.2% | $2,800-52.0% | $4,779-71.9% |
| Participant deferral / active EE | $1,602 | $4,050-60.4% | $3,704-56.7% | $5,609-71.4% |
| Admin fee / account holder | $189 | $5,895-96.8% | $5,104-96.3% | $10,828-98.3% |