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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 | $5,010 | $88,585-94.3% | $69,884-92.8% | $134,532-96.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -26.65% | 442.80%-469.5pp | 190.81%-217.5pp | 418.27%-444.9pp |
| Employer contribution / active EE | $1,445 | $3,235-55.3% | $2,560-43.6% | $4,741-69.5% |
| Participant deferral / active EE | $2,196 | $4,770-54.0% | $3,848-42.9% | $6,401-65.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |