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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 | $7,920 | $75,962-89.6% | $154,111-94.9% | $64,173-87.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.51% | 30.32%-38.8pp | 735.18%-743.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,767 | $3,350-17.4% | $5,298-47.8% | $2,381+16.2% |
| Participant deferral / active EE | $911 | $3,175-71.3% | $5,081-82.1% | $3,470-73.7% |
| Admin fee / account holder | $47 | $5,589-99.2% | $13,411-99.7% | $4,887-99.0% |