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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 | $5,063 | $142,392-96.4% | $119,622-95.8% | $134,532-96.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -66.80% | -12.46%-54.3pp | -14.98%-51.8pp | 418.27%-485.1pp |
| Employer contribution / active EE | $2,450 | $5,224-53.1% | $4,232-42.1% | $4,741-48.3% |
| Participant deferral / active EE | $4,627 | $6,467-28.4% | $5,601-17.4% | $6,401-27.7% |
| Admin fee / account holder | $49 | $13,593-99.6% | $10,328-99.5% | $11,429-99.6% |