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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 | $5,325 | $100,811-94.7% | $86,698-93.9% | $134,545-96.0% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -71.77% | 29.11%-100.9pp | 35.96%-107.7pp | 418.37%-490.1pp |
| Employer contribution / active EE | $3,173 | $3,490-9.1% | $2,837+11.8% | $4,742-33.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |