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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 | $4,148 | $104,106-96.0% | $71,086-94.2% | $135,379-96.9% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | -29.08% | 1256.30%-1285.4pp | 650.59%-679.7pp | 519.79%-548.9pp |
| Employer contribution / active EE | $507 | $1,485-65.9% | $1,088-53.4% | $4,779-89.4% |
| Participant deferral / active EE | $1,357 | $2,527-46.3% | $1,874-27.6% | $5,609-75.8% |
| Admin fee / account holder | $180 | $4,142-95.6% | $3,082-94.1% | $10,828-98.3% |