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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 | $7,098 | $95,975-92.6% | $74,552-90.5% | $135,382-94.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.68% | 56.96%-69.6pp | 32.53%-45.2pp | 519.77%-532.5pp |
| Employer contribution / active EE | $2,034 | $2,716-25.1% | $1,961+3.7% | $4,779-57.4% |
| Participant deferral / active EE | $2,908 | $3,844-24.4% | $3,108-6.5% | $5,609-48.2% |
| Admin fee / account holder | $74 | $6,522-98.9% | $5,060-98.5% | $10,829-99.3% |