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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 | $4,672 | $92,766-95.0% | $82,763-94.4% | $134,545-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.63% | 946.97%-973.6pp | 702.45%-729.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $1,673 | $3,273-48.9% | $3,008-44.4% | $4,742-64.7% |
| Participant deferral / active EE | $2,505 | $4,802-47.8% | $4,395-43.0% | $6,401-60.9% |
| Admin fee / account holder | $48 | $5,978-99.2% | $5,325-99.1% | $11,431-99.6% |