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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 | $5,685 | $90,607-93.7% | $79,467-92.8% | $135,380-95.8% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -15.66% | 977.74%-993.4pp | 718.30%-734.0pp | 519.81%-535.5pp |
| Employer contribution / active EE | $842 | $3,068-72.5% | $2,800-69.9% | $4,779-82.4% |
| Participant deferral / active EE | $1,413 | $4,050-65.1% | $3,704-61.8% | $5,609-74.8% |
| Admin fee / account holder | $43 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |