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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 | $97,761-91.2% | $83,850-89.7% | $135,382-93.6% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -11.71% | 1287.44%-1299.2pp | 850.92%-862.6pp | 519.77%-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 | $4,682-51.9% | $4,082-44.9% | $5,609-59.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |