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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 | $7,667 | $97,732-92.2% | $83,831-90.9% | $135,380-94.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -10.36% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $900 | $4,222-78.7% | $3,631-75.2% | $4,779-81.2% |
| Participant deferral / active EE | $2,162 | $4,683-53.8% | $4,082-47.0% | $5,609-61.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |