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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 | $4,505 | $78,694-94.3% | $67,652-93.3% | $125,389-96.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -13.77% | 9.46%-23.2pp | 6625.40%-6639.2pp | 282.24%-296.0pp |
| Employer contribution / active EE | $1,474 | $3,044-51.6% | $2,266-34.9% | $4,866-69.7% |
| Participant deferral / active EE | $1,840 | $4,292-57.1% | $3,560-48.3% | $5,352-65.6% |
| Admin fee / account holder | $65 | $7,403-99.1% | $4,821-98.7% | $9,541-99.3% |