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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 | $9,014 | $75,962-88.1% | $154,111-94.2% | $64,173-86.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -28.92% | 30.32%-59.2pp | 735.18%-764.1pp | 7.63%-36.5pp |
| Employer contribution / active EE | $5,278 | $3,350+57.6% | $5,298-0.4% | $2,381+121.7% |
| Participant deferral / active EE | $4,080 | $3,175+28.5% | $5,081-19.7% | $3,470+17.6% |
| Admin fee / account holder | $96 | $5,589-98.3% | $13,411-99.3% | $4,887-98.0% |