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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 | $4,071 | $117,694-96.5% | $71,755-94.3% | $134,532-97.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -24.66% | 25.33%-50.0pp | 9.09%-33.8pp | 418.27%-442.9pp |
| Employer contribution / active EE | $986 | $2,523-60.9% | $1,704-42.1% | $4,741-79.2% |
| Participant deferral / active EE | $1,222 | $3,753-67.4% | $2,656-54.0% | $6,401-80.9% |
| Admin fee / account holder | $74 | $6,374-98.8% | $3,972-98.1% | $11,429-99.4% |