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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 | $1,490 | $106,549-98.6% | $91,225-98.4% | $134,509-98.9% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -33.36% | 160.73%-194.1pp | 114.10%-147.5pp | 418.13%-451.5pp |
| Employer contribution / active EE | $719 | $3,331-78.4% | $2,851-74.8% | $4,741-84.8% |
| Participant deferral / active EE | $1,125 | $4,719-76.2% | $4,234-73.4% | $6,400-82.4% |
| Admin fee / account holder | $70 | $6,234-98.9% | $5,422-98.7% | $11,427-99.4% |