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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 | $8,800 | $48,078-81.7% | $78,676-88.8% | $62,881-86.0% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.6%+20.7pp | 69.3%+25.0pp |
| Annual return | -68.59% | 31.36%-99.9pp | 62.19%-130.8pp | 20.14%-88.7pp |
| Employer contribution / active EE | $8,684 | $2,015+331.1% | $2,850+204.7% | $2,281+280.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $41 | $3,206-98.7% | $4,510-99.1% | $4,296-99.0% |