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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 | $5,491 | $92,766-94.1% | $82,763-93.4% | $134,545-95.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -47.25% | 946.97%-994.2pp | 702.45%-749.7pp | 418.37%-465.6pp |
| Employer contribution / active EE | $1,171 | $3,273-64.2% | $3,008-61.1% | $4,742-75.3% |
| Participant deferral / active EE | $2,554 | $4,802-46.8% | $4,395-41.9% | $6,401-60.1% |
| Admin fee / account holder | $228 | $5,978-96.2% | $5,325-95.7% | $11,431-98.0% |