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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 | $6,568 | $167,362-96.1% | $143,799-95.4% | $134,532-95.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.10% | 0.47%-39.6pp | -0.04%-39.1pp | 418.27%-457.4pp |
| Employer contribution / active EE | $2,527 | $5,620-55.0% | $4,952-49.0% | $4,741-46.7% |
| Participant deferral / active EE | $4,232 | $6,447-34.4% | $5,638-24.9% | $6,401-33.9% |
| Admin fee / account holder | $31 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |