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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 | $4,820 | $84,518-94.3% | $67,704-92.9% | $125,389-96.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -83.16% | 2.57%-85.7pp | 25.41%-108.6pp | 282.24%-365.4pp |
| Employer contribution / active EE | $2,239 | $3,292-32.0% | $2,559-12.5% | $4,866-54.0% |
| Participant deferral / active EE | $3,819 | $4,430-13.8% | $3,585+6.5% | $5,352-28.6% |
| Admin fee / account holder | $98 | $5,340-98.2% | $4,255-97.7% | $9,541-99.0% |