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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 | $4,517 | $92,766-95.1% | $82,763-94.5% | $134,545-96.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -24.17% | 946.97%-971.1pp | 702.45%-726.6pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,497 | $3,273-23.7% | $3,008-17.0% | $4,742-47.3% |
| Participant deferral / active EE | $1,364 | $4,802-71.6% | $4,395-69.0% | $6,401-78.7% |
| Admin fee / account holder | $3 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |