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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 | $5,139 | $84,684-93.9% | $73,835-93.0% | $125,388-95.9% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -4.96% | 3123.93%-3128.9pp | 2268.13%-2273.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,380 | $3,993-65.4% | $3,583-61.5% | $5,352-74.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |