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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 | $4,619 | $90,617-94.9% | $79,476-94.2% | $135,382-96.6% |
| Participation rate | 71.4% | 76.1%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -15.31% | 977.57%-992.9pp | 718.21%-733.5pp | 519.77%-535.1pp |
| Employer contribution / active EE | $553 | $3,068-82.0% | $2,800-80.2% | $4,779-88.4% |
| Participant deferral / active EE | $924 | $4,050-77.2% | $3,704-75.1% | $5,609-83.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |