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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 | $9,953 | $95,979-89.6% | $74,551-86.6% | $135,380-92.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.62% | 56.97%-68.6pp | 32.53%-44.2pp | 519.81%-531.4pp |
| Employer contribution / active EE | $2,649 | $2,716-2.5% | $1,961+35.1% | $4,779-44.6% |
| Participant deferral / active EE | $2,699 | $3,844-29.8% | $3,108-13.2% | $5,609-51.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |