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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 | $5,394 | $106,557-94.9% | $91,227-94.1% | $134,545-96.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.53% | 160.81%-182.3pp | 114.14%-135.7pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,361 | $3,332-59.2% | $2,851-52.3% | $4,742-71.3% |
| Participant deferral / active EE | $1,458 | $4,719-69.1% | $4,234-65.6% | $6,401-77.2% |
| Admin fee / account holder | $12 | $6,235-99.8% | $5,423-99.8% | $11,431-99.9% |