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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 | $17,927 | $176,688-89.9% | $130,660-86.3% | $152,897-88.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | -19.21% | 2693.08%-2712.3pp | 1709.29%-1728.5pp | 345.43%-364.6pp |
| Employer contribution / active EE | $2,143 | $5,743-62.7% | $4,092-47.6% | $4,764-55.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $95 | $7,131-98.7% | $5,463-98.3% | $11,599-99.2% |