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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 | $5,391 | $93,117-94.2% | $77,096-93.0% | $134,532-96.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -25.98% | 62.67%-88.6pp | 42.35%-68.3pp | 418.27%-444.2pp |
| Employer contribution / active EE | $1,313 | $3,420-61.6% | $2,814-53.4% | $4,741-72.3% |
| Participant deferral / active EE | $2,513 | $5,241-52.0% | $4,429-43.3% | $6,401-60.7% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |