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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 | $9,856 | $97,732-89.9% | $83,831-88.2% | $135,380-92.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -11.15% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,162 | $4,222-72.5% | $3,631-68.0% | $4,779-75.7% |
| Participant deferral / active EE | $2,595 | $4,683-44.6% | $4,082-36.4% | $5,609-53.7% |
| Admin fee / account holder | $40 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |