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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 | $4,048 | $190,879-97.9% | $160,009-97.5% | $134,532-97.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -28.21% | 552.63%-580.8pp | 408.85%-437.1pp | 418.27%-446.5pp |
| Employer contribution / active EE | $2,192 | $4,995-56.1% | $4,225-48.1% | $4,741-53.8% |
| Participant deferral / active EE | $2,436 | $6,924-64.8% | $6,183-60.6% | $6,401-62.0% |
| Admin fee / account holder | $61 | $10,495-99.4% | $8,715-99.3% | $11,429-99.5% |