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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 | $6,353 | $95,979-93.4% | $74,551-91.5% | $135,380-95.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.49% | 56.97%-72.5pp | 32.53%-48.0pp | 519.81%-535.3pp |
| Employer contribution / active EE | $2,773 | $2,716+2.1% | $1,961+41.4% | $4,779-42.0% |
| Participant deferral / active EE | $7,675 | $3,844+99.7% | $3,108+146.9% | $5,609+36.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |