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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 | $4,559 | $75,962-94.0% | $154,111-97.0% | $64,173-92.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -13.14% | 30.32%-43.5pp | 735.18%-748.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $831 | $3,350-75.2% | $5,298-84.3% | $2,381-65.1% |
| Participant deferral / active EE | $1,968 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $108 | $5,589-98.1% | $13,411-99.2% | $4,887-97.8% |