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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 | $2,664 | $93,124-97.1% | $77,100-96.5% | $134,545-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -37.87% | 62.68%-100.6pp | 42.35%-80.2pp | 418.37%-456.2pp |
| Employer contribution / active EE | $1,037 | $3,421-69.7% | $2,815-63.2% | $4,742-78.1% |
| Participant deferral / active EE | $1,217 | $5,242-76.8% | $4,430-72.5% | $6,401-81.0% |
| Admin fee / account holder | $78 | $6,970-98.9% | $5,443-98.6% | $11,431-99.3% |