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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 | $5,781 | $92,684-93.8% | $82,706-93.0% | $134,509-95.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -53.74% | 945.84%-999.6pp | 701.76%-755.5pp | 418.13%-471.9pp |
| Employer contribution / active EE | $1,304 | $3,272-60.1% | $3,007-56.6% | $4,741-72.5% |
| Participant deferral / active EE | $3,141 | $4,800-34.6% | $4,394-28.5% | $6,400-50.9% |
| Admin fee / account holder | $33 | $5,982-99.5% | $5,329-99.4% | $11,427-99.7% |