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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 | $5,639 | $93,117-93.9% | $77,096-92.7% | $134,532-95.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.68% | 62.67%-85.3pp | 42.35%-65.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,654 | $3,420-51.7% | $2,814-41.2% | $4,741-65.1% |
| Participant deferral / active EE | $2,949 | $5,241-43.7% | $4,429-33.4% | $6,401-53.9% |
| Admin fee / account holder | $16 | $6,948-99.8% | $5,428-99.7% | $11,429-99.9% |