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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 | $5,446 | $92,219-94.1% | $76,768-92.9% | $135,379-96.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -440.12% | 5.46%-445.6pp | 2.43%-442.5pp | 519.79%-959.9pp |
| Employer contribution / active EE | $2,034 | $3,216-36.8% | $2,485-18.2% | $4,779-57.4% |
| Participant deferral / active EE | $3,797 | $4,508-15.8% | $3,852-1.4% | $5,609-32.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |