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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 | $8,177 | $95,915-91.5% | $79,580-89.7% | $134,532-93.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -45.66% | -2.71%-42.9pp | 0.15%-45.8pp | 418.27%-463.9pp |
| Employer contribution / active EE | $3,810 | $3,129+21.8% | $2,413+57.9% | $4,741-19.6% |
| Participant deferral / active EE | $3,810 | $4,693-18.8% | $3,985-4.4% | $6,401-40.5% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |