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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 | $3,469 | $93,124-96.3% | $77,100-95.5% | $134,545-97.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.48% | 62.68%-86.2pp | 42.35%-65.8pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,126 | $3,421-67.1% | $2,815-60.0% | $4,742-76.3% |
| Participant deferral / active EE | $1,330 | $5,242-74.6% | $4,430-70.0% | $6,401-79.2% |
| Admin fee / account holder | $51 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |