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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 | $3,047 | $95,975-96.8% | $74,552-95.9% | $135,382-97.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -34.84% | 56.96%-91.8pp | 32.53%-67.4pp | 519.77%-554.6pp |
| Employer contribution / active EE | $719 | $2,716-73.5% | $1,961-63.4% | $4,779-85.0% |
| Participant deferral / active EE | $1,782 | $3,844-53.6% | $3,108-42.7% | $5,609-68.2% |
| Admin fee / account holder | $21 | $6,522-99.7% | $5,060-99.6% | $10,829-99.8% |