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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 | $4,521 | $93,117-95.1% | $77,096-94.1% | $134,532-96.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -59.64% | 62.67%-122.3pp | 42.35%-102.0pp | 418.27%-477.9pp |
| Employer contribution / active EE | $1,685 | $3,420-50.7% | $2,814-40.1% | $4,741-64.5% |
| Participant deferral / active EE | $4,249 | $5,241-18.9% | $4,429-4.1% | $6,401-33.6% |
| Admin fee / account holder | $222 | $6,948-96.8% | $5,428-95.9% | $11,429-98.1% |