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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 | $6,787 | $92,684-92.7% | $82,706-91.8% | $134,509-95.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -27.05% | 945.84%-972.9pp | 701.76%-728.8pp | 418.13%-445.2pp |
| Employer contribution / active EE | $1,164 | $3,272-64.4% | $3,007-61.3% | $4,741-75.5% |
| Participant deferral / active EE | $4,968 | $4,800+3.5% | $4,394+13.1% | $6,400-22.4% |
| Admin fee / account holder | $17 | $5,982-99.7% | $5,329-99.7% | $11,427-99.9% |