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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 | $9,540 | $95,979-90.1% | $74,551-87.2% | $135,380-93.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.95% | 56.97%-70.9pp | 32.53%-46.5pp | 519.81%-533.8pp |
| Employer contribution / active EE | $2,080 | $2,716-23.4% | $1,961+6.1% | $4,779-56.5% |
| Participant deferral / active EE | $3,580 | $3,844-6.9% | $3,108+15.2% | $5,609-36.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |