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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 | $10,276 | $82,630-87.6% | $64,105-84.0% | $125,393-91.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -5.04% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.23%-287.3pp |
| Employer contribution / active EE | $1,054 | $2,671-60.5% | $1,820-42.1% | $4,866-78.3% |
| Participant deferral / active EE | $1,763 | $3,608-51.1% | $2,822-37.5% | $5,351-67.1% |
| Admin fee / account holder | $3 | $6,382-100.0% | $4,499-99.9% | $9,541-100.0% |