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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 | $4,149 | $211,946-98.0% | $169,452-97.6% | $135,380-96.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -58.81% | 3.26%-62.1pp | 1.83%-60.6pp | 519.81%-578.6pp |
| Employer contribution / active EE | $995 | $5,117-80.5% | $4,157-76.1% | $4,779-79.2% |
| Participant deferral / active EE | $3,012 | $6,075-50.4% | $5,277-42.9% | $5,609-46.3% |
| Admin fee / account holder | $165 | $11,472-98.6% | $9,110-98.2% | $10,828-98.5% |