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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 | $16,183 | $85,766-81.1% | $136,298-88.1% | $70,126-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -3.42% | 31.46%-34.9pp | 5156.27%-5159.7pp | 73.15%-76.6pp |
| Employer contribution / active EE | $596 | $2,966-79.9% | $4,696-87.3% | $2,343-74.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $161 | $5,421-97.0% | $9,244-98.3% | $4,645-96.5% |