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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 | $6,262 | $57,352-89.1% | $83,830-92.5% | $64,173-90.2% |
| Participation rate | 82.8% | 68.6%+14.2pp | 76.1%+6.6pp | 69.6%+13.2pp |
| Annual return | -126.40% | 11.38%-137.8pp | 850.97%-977.4pp | 7.63%-134.0pp |
| Employer contribution / active EE | $4,343 | $2,546+70.6% | $3,631+19.6% | $2,381+82.4% |
| Participant deferral / active EE | $2,095 | $2,993-30.0% | $4,082-48.7% | $3,470-39.6% |
| Admin fee / account holder | $245 | $4,046-93.9% | $5,479-95.5% | $4,887-95.0% |