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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 | $9,231 | $95,975-90.4% | $74,549-87.6% | $135,379-93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -21.33% | 56.96%-78.3pp | 32.53%-53.9pp | 519.79%-541.1pp |
| Employer contribution / active EE | $2,343 | $2,716-13.8% | $1,961+19.5% | $4,779-51.0% |
| Participant deferral / active EE | $4,202 | $3,844+9.3% | $3,108+35.2% | $5,609-25.1% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |