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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 | $7,121 | $92,684-92.3% | $82,706-91.4% | $134,509-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.36% | 945.84%-967.2pp | 701.76%-723.1pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,920 | $3,272-41.3% | $3,007-36.2% | $4,741-59.5% |
| Participant deferral / active EE | $3,198 | $4,800-33.4% | $4,394-27.2% | $6,400-50.0% |
| Admin fee / account holder | $98 | $5,982-98.4% | $5,329-98.2% | $11,427-99.1% |