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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 | $5,390 | $104,106-94.8% | $71,086-92.4% | $135,379-96.0% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -21.52% | 1256.30%-1277.8pp | 650.59%-672.1pp | 519.79%-541.3pp |
| Employer contribution / active EE | $768 | $1,485-48.3% | $1,088-29.4% | $4,779-83.9% |
| Participant deferral / active EE | $2,827 | $2,527+11.9% | $1,874+50.8% | $5,609-49.6% |
| Admin fee / account holder | $110 | $4,142-97.3% | $3,082-96.4% | $10,828-99.0% |