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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 | $7,164 | $104,106-93.1% | $71,086-89.9% | $135,379-94.7% |
| Participation rate | 81.8% | 65.7%+16.2pp | 54.7%+27.2pp | 82.6%-0.8pp |
| Annual return | -27.17% | 1256.30%-1283.5pp | 650.59%-677.8pp | 519.79%-547.0pp |
| Employer contribution / active EE | $1,424 | $1,485-4.1% | $1,088+30.9% | $4,779-70.2% |
| Participant deferral / active EE | $4,940 | $2,527+95.5% | $1,874+163.6% | $5,609-11.9% |
| Admin fee / account holder | $160 | $4,142-96.1% | $3,082-94.8% | $10,828-98.5% |