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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 | $8,300 | $99,647-91.7% | $86,439-90.4% | $134,509-93.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -53.49% | 6784.13%-6837.6pp | 4395.55%-4449.0pp | 418.13%-471.6pp |
| Employer contribution / active EE | $1,578 | $4,401-64.1% | $3,769-58.1% | $4,741-66.7% |
| Participant deferral / active EE | $4,893 | $7,246-32.5% | $6,952-29.6% | $6,400-23.5% |
| Admin fee / account holder | $11 | $8,373-99.9% | $6,732-99.8% | $11,427-99.9% |