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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 | $2,460 | $211,946-98.8% | $169,452-98.5% | $135,380-98.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -66.10% | 3.26%-69.4pp | 1.83%-67.9pp | 519.81%-585.9pp |
| Employer contribution / active EE | $593 | $5,117-88.4% | $4,157-85.7% | $4,779-87.6% |
| Participant deferral / active EE | $1,729 | $6,075-71.5% | $5,277-67.2% | $5,609-69.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |