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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 | $1,005 | $90,607-98.9% | $79,467-98.7% | $135,380-99.3% |
| Participation rate | 73.7% | 76.0%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -384.21% | 977.74%-1361.9pp | 718.30%-1102.5pp | 519.81%-904.0pp |
| Employer contribution / active EE | $374 | $3,068-87.8% | $2,800-86.7% | $4,779-92.2% |
| Participant deferral / active EE | $570 | $4,050-85.9% | $3,704-84.6% | $5,609-89.8% |
| Admin fee / account holder | $140 | $5,895-97.6% | $5,104-97.3% | $10,828-98.7% |