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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 | $5,631 | $106,551-94.7% | $91,225-93.8% | $134,532-95.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -29.19% | 160.78%-190.0pp | 114.12%-143.3pp | 418.27%-447.5pp |
| Employer contribution / active EE | $554 | $3,331-83.4% | $2,851-80.6% | $4,741-88.3% |
| Participant deferral / active EE | $1,731 | $4,718-63.3% | $4,233-59.1% | $6,401-73.0% |
| Admin fee / account holder | $6 | $6,234-99.9% | $5,422-99.9% | $11,429-99.9% |