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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 | $5,091 | $92,766-94.5% | $82,763-93.8% | $134,545-96.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -24.66% | 946.97%-971.6pp | 702.45%-727.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,302 | $3,273-60.2% | $3,008-56.7% | $4,742-72.5% |
| Participant deferral / active EE | $1,704 | $4,802-64.5% | $4,395-61.2% | $6,401-73.4% |
| Admin fee / account holder | $73 | $5,978-98.8% | $5,325-98.6% | $11,431-99.4% |