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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 | $12,320 | $138,102-91.1% | $125,381-90.2% | $134,532-90.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -28.89% | 750.73%-779.6pp | 572.31%-601.2pp | 418.27%-447.2pp |
| Employer contribution / active EE | $1,906 | $5,245-63.7% | $4,815-60.4% | $4,741-59.8% |
| Participant deferral / active EE | $5,783 | $7,801-25.9% | $7,448-22.3% | $6,401-9.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |