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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 | $6,277 | $152,597-95.9% | $117,533-94.7% | $134,532-95.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.99% | 53.04%-74.0pp | 29.77%-50.8pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,026 | $5,576-63.7% | $4,179-51.5% | $4,741-57.3% |
| Participant deferral / active EE | $5,345 | $4,821+10.9% | $4,072+31.2% | $6,401-16.5% |
| Admin fee / account holder | $144 | $7,007-97.9% | $5,647-97.4% | $11,429-98.7% |