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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 | $92,766-92.7% | $82,763-91.8% | $134,545-95.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -27.05% | 946.97%-974.0pp | 702.45%-729.5pp | 418.37%-445.4pp |
| Employer contribution / active EE | $1,164 | $3,273-64.5% | $3,008-61.3% | $4,742-75.5% |
| Participant deferral / active EE | $4,968 | $4,802+3.4% | $4,395+13.0% | $6,401-22.4% |
| Admin fee / account holder | $17 | $5,978-99.7% | $5,325-99.7% | $11,431-99.9% |