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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 | $6,136 | $90,606-93.2% | $79,466-92.3% | $135,379-95.5% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -14.38% | 977.69%-992.1pp | 718.28%-732.7pp | 519.79%-534.2pp |
| Employer contribution / active EE | $242 | $3,068-92.1% | $2,800-91.4% | $4,779-94.9% |
| Participant deferral / active EE | $3,160 | $4,050-22.0% | $3,704-14.7% | $5,609-43.7% |
| Admin fee / account holder | $118 | $5,895-98.0% | $5,104-97.7% | $10,828-98.9% |