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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 | $8,619 | $97,732-91.2% | $83,831-89.7% | $135,380-93.6% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -11.71% | 1287.56%-1299.3pp | 850.99%-862.7pp | 519.81%-531.5pp |
| Employer contribution / active EE | $2,148 | $4,222-49.1% | $3,631-40.8% | $4,779-55.1% |
| Participant deferral / active EE | $2,251 | $4,683-51.9% | $4,082-44.9% | $5,609-59.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |