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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 | $7,467 | $106,551-93.0% | $91,225-91.8% | $134,532-94.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -45.51% | 160.78%-206.3pp | 114.12%-159.6pp | 418.27%-463.8pp |
| Employer contribution / active EE | $2,158 | $3,331-35.2% | $2,851-24.3% | $4,741-54.5% |
| Participant deferral / active EE | $4,230 | $4,718-10.4% | $4,233-0.1% | $6,401-33.9% |
| Admin fee / account holder | $20 | $6,234-99.7% | $5,422-99.6% | $11,429-99.8% |