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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 | $23,577 | $72,404-67.4% | $110,243-78.6% | $64,173-63.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.76%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,493 | $2,282+53.1% | $3,827-8.7% | $2,381+46.7% |
| Participant deferral / active EE | $2,481 | $3,469-28.5% | $4,672-46.9% | $3,470-28.5% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |