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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 | $5,184 | $97,732-94.7% | $83,831-93.8% | $135,380-96.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -19.40% | 1287.56%-1307.0pp | 850.99%-870.4pp | 519.81%-539.2pp |
| Employer contribution / active EE | $1,896 | $4,222-55.1% | $3,631-47.8% | $4,779-60.3% |
| Participant deferral / active EE | $2,133 | $4,683-54.4% | $4,082-47.7% | $5,609-62.0% |
| Admin fee / account holder | $146 | $6,675-97.8% | $5,479-97.3% | $10,828-98.7% |