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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 | $13,411 | $97,729-86.3% | $83,830-84.0% | $135,379-90.1% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -12.86% | 1287.52%-1300.4pp | 850.97%-863.8pp | 519.79%-532.7pp |
| Employer contribution / active EE | $3,130 | $4,222-25.9% | $3,631-13.8% | $4,779-34.5% |
| Participant deferral / active EE | $2,602 | $4,683-44.4% | $4,082-36.2% | $5,609-53.6% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |