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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 | $3,247 | $67,372-95.2% | $60,906-94.7% | $134,532-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -28.83% | 50.05%-78.9pp | 16.94%-45.8pp | 418.27%-447.1pp |
| Employer contribution / active EE | $567 | $3,099-81.7% | $2,703-79.0% | $4,741-88.0% |
| Participant deferral / active EE | $2,008 | $4,532-55.7% | $3,814-47.3% | $6,401-68.6% |
| Admin fee / account holder | $15 | $4,588-99.7% | $3,227-99.5% | $11,429-99.9% |