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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 | $15,587 | $82,678-81.1% | $125,391-87.6% | $68,490-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -36.53% | -5.97%-30.6pp | 572.41%-608.9pp | -7.85%-28.7pp |
| Employer contribution / active EE | $5,717 | $3,382+69.0% | $4,816+18.7% | $2,597+120.1% |
| Participant deferral / active EE | $3,340 | $6,111-45.4% | $7,448-55.2% | $4,028-17.1% |
| Admin fee / account holder | $9 | $6,277-99.9% | $10,009-99.9% | $5,403-99.8% |