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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 | $6,882 | $71,230-90.3% | $93,727-92.7% | $80,959-91.5% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | -97.55% | 11.26%-108.8pp | 133.83%-231.4pp | 35.67%-133.2pp |
| Employer contribution / active EE | $3,675 | $1,565+134.8% | $2,421+51.8% | $2,757+33.3% |
| Participant deferral / active EE | $2,758 | $4,037-31.7% | $4,417-37.6% | $4,300-35.9% |
| Admin fee / account holder | $34 | $6,961-99.5% | $8,292-99.6% | $6,925-99.5% |