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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 | $13,355 | $82,678-83.8% | $125,391-89.3% | $68,490-80.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.99% | -5.97%-16.0pp | 572.41%-594.4pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,146 | $3,382-36.6% | $4,816-55.4% | $2,597-17.4% |
| Participant deferral / active EE | $2,585 | $6,111-57.7% | $7,448-65.3% | $4,028-35.8% |
| Admin fee / account holder | $53 | $6,277-99.2% | $10,009-99.5% | $5,403-99.0% |