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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 | $9,302 | $90,607-89.7% | $79,467-88.3% | $135,380-93.1% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -29.44% | 977.74%-1007.2pp | 718.30%-747.7pp | 519.81%-549.2pp |
| Employer contribution / active EE | $2,946 | $3,068-4.0% | $2,800+5.2% | $4,779-38.4% |
| Participant deferral / active EE | $5,037 | $4,050+24.4% | $3,704+36.0% | $5,609-10.2% |
| Admin fee / account holder | $78 | $5,895-98.7% | $5,104-98.5% | $10,828-99.3% |