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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 | $3,202 | $67,372-95.2% | $60,906-94.7% | $134,532-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -30.70% | 50.05%-80.7pp | 16.94%-47.6pp | 418.27%-449.0pp |
| Employer contribution / active EE | $1,429 | $3,099-53.9% | $2,703-47.1% | $4,741-69.9% |
| Participant deferral / active EE | $2,034 | $4,532-55.1% | $3,814-46.7% | $6,401-68.2% |
| Admin fee / account holder | $189 | $4,588-95.9% | $3,227-94.1% | $11,429-98.3% |