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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 | $3,994 | $92,684-95.7% | $82,706-95.2% | $134,509-97.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -29.10% | 945.84%-974.9pp | 701.76%-730.9pp | 418.13%-447.2pp |
| Employer contribution / active EE | $1,260 | $3,272-61.5% | $3,007-58.1% | $4,741-73.4% |
| Participant deferral / active EE | $4,160 | $4,800-13.3% | $4,394-5.3% | $6,400-35.0% |
| Admin fee / account holder | $158 | $5,982-97.4% | $5,329-97.0% | $11,427-98.6% |