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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 | $5,229 | $90,607-94.2% | $79,467-93.4% | $135,380-96.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.95% | 977.74%-987.7pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $697 | $3,068-77.3% | $2,800-75.1% | $4,779-85.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |