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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 | $948 | $104,116-99.1% | $71,089-98.7% | $135,380-99.3% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.6%+15.4pp | 82.6%-12.6pp |
| Annual return | -18.34% | 1256.51%-1274.8pp | 650.65%-669.0pp | 519.81%-538.1pp |
| Employer contribution / active EE | $329 | $1,485-77.8% | $1,088-69.7% | $4,779-93.1% |
| Participant deferral / active EE | $331 | $2,524-86.9% | $1,873-82.3% | $5,609-94.1% |
| Admin fee / account holder | $42 | $4,142-99.0% | $3,082-98.6% | $10,828-99.6% |