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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 | $6,456 | $92,684-93.0% | $82,706-92.2% | $134,509-95.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.66% | 945.84%-968.5pp | 701.76%-724.4pp | 418.13%-440.8pp |
| Employer contribution / active EE | $618 | $3,272-81.1% | $3,007-79.4% | $4,741-87.0% |
| Participant deferral / active EE | $1,426 | $4,800-70.3% | $4,394-67.5% | $6,400-77.7% |
| Admin fee / account holder | $56 | $5,982-99.1% | $5,329-98.9% | $11,427-99.5% |