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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 | $13,349 | $57,352-76.7% | $83,831-84.1% | $64,173-79.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -13.35% | 11.38%-24.7pp | 850.99%-864.3pp | 7.63%-21.0pp |
| Employer contribution / active EE | $6,320 | $2,546+148.3% | $3,631+74.0% | $2,381+165.4% |
| Participant deferral / active EE | $2,323 | $2,993-22.4% | $4,082-43.1% | $3,470-33.1% |
| Admin fee / account holder | $66 | $4,046-98.4% | $5,479-98.8% | $4,887-98.7% |