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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 | $4,256 | $106,557-96.0% | $91,227-95.3% | $134,545-96.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -31.58% | 160.81%-192.4pp | 114.14%-145.7pp | 418.37%-450.0pp |
| Employer contribution / active EE | $3,191 | $3,332-4.2% | $2,851+11.9% | $4,742-32.7% |
| Participant deferral / active EE | $5,050 | $4,719+7.0% | $4,234+19.3% | $6,401-21.1% |
| Admin fee / account holder | $32 | $6,235-99.5% | $5,423-99.4% | $11,431-99.7% |