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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 | $6,460 | $90,606-92.9% | $79,466-91.9% | $135,379-95.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -16.99% | 977.69%-994.7pp | 718.28%-735.3pp | 519.79%-536.8pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.2% |
| Participant deferral / active EE | $2,605 | $4,050-35.7% | $3,704-29.7% | $5,609-53.6% |
| Admin fee / account holder | $159 | $5,895-97.3% | $5,104-96.9% | $10,828-98.5% |