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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 | $9,060 | $90,617-90.0% | $79,476-88.6% | $135,382-93.3% |
| Participation rate | 91.7% | 76.1%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -10.29% | 977.57%-987.9pp | 718.21%-728.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $1,249 | $3,068-59.3% | $2,800-55.4% | $4,779-73.9% |
| Participant deferral / active EE | $1,777 | $4,050-56.1% | $3,704-52.0% | $5,609-68.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |