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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 | $8,628 | $90,606-90.5% | $79,466-89.1% | $135,379-93.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -31.66% | 977.69%-1009.4pp | 718.28%-749.9pp | 519.79%-551.4pp |
| Employer contribution / active EE | $1,231 | $3,068-59.9% | $2,800-56.0% | $4,779-74.2% |
| Participant deferral / active EE | $3,503 | $4,050-13.5% | $3,704-5.4% | $5,609-37.6% |
| Admin fee / account holder | $262 | $5,895-95.6% | $5,104-94.9% | $10,828-97.6% |