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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 | $3,470 | $90,606-96.2% | $79,466-95.6% | $135,379-97.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -76.58% | 977.69%-1054.3pp | 718.28%-794.9pp | 519.79%-596.4pp |
| Employer contribution / active EE | $1,061 | $3,068-65.4% | $2,800-62.1% | $4,779-77.8% |
| Participant deferral / active EE | $1,918 | $4,050-52.6% | $3,704-48.2% | $5,609-65.8% |
| Admin fee / account holder | $27 | $5,895-99.5% | $5,104-99.5% | $10,828-99.7% |