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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 | $7,793 | $97,020-92.0% | $83,322-90.6% | $135,379-94.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -110.65% | 12.31%-123.0pp | 10.64%-121.3pp | 519.79%-630.4pp |
| Employer contribution / active EE | $2,039 | $4,144-50.8% | $3,379-39.6% | $4,779-57.3% |
| Participant deferral / active EE | $5,794 | $5,964-2.9% | $5,565+4.1% | $5,609+3.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |