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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 | $9,580 | $99,079-90.3% | $78,002-87.7% | $273,972-96.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | -6.12% | 217.93%-224.0pp | 425.99%-432.1pp | 41.46%-47.6pp |
| Employer contribution / active EE | $1,533 | $3,308-53.7% | $2,470-37.9% | $4,869-68.5% |
| Participant deferral / active EE | $4,311 | $4,306+0.1% | $3,497+23.3% | $5,287-18.5% |
| Admin fee / account holder | $288 | $8,954-96.8% | $5,481-94.7% | $10,133-97.2% |