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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 | $5,213 | $73,863-92.9% | $143,797-96.4% | $68,490-92.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -61.88% | 0.91%-62.8pp | -0.04%-61.8pp | -7.85%-54.0pp |
| Employer contribution / active EE | $5,155 | $3,185+61.9% | $4,952+4.1% | $2,597+98.5% |
| Participant deferral / active EE | $2,410 | $3,385-28.8% | $5,638-57.3% | $4,028-40.2% |
| Admin fee / account holder | $64 | $5,756-98.9% | $14,679-99.6% | $5,403-98.8% |