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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 | $5,628 | $95,975-94.1% | $74,549-92.5% | $135,379-95.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.44% | 56.96%-73.4pp | 32.53%-49.0pp | 519.79%-536.2pp |
| Employer contribution / active EE | $1,651 | $2,716-39.2% | $1,961-15.8% | $4,779-65.5% |
| Participant deferral / active EE | $2,747 | $3,844-28.5% | $3,108-11.6% | $5,609-51.0% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |