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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 | $5,854 | $84,685-93.1% | $73,836-92.1% | $125,389-95.3% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | -14.14% | 3123.80%-3137.9pp | 2268.06%-2282.2pp | 282.24%-296.4pp |
| Employer contribution / active EE | $2,363 | $3,123-24.4% | $2,787-15.2% | $4,866-51.4% |
| Participant deferral / active EE | $2,814 | $3,993-29.5% | $3,583-21.5% | $5,352-47.4% |
| Admin fee / account holder | $49 | $5,694-99.1% | $4,882-99.0% | $9,541-99.5% |