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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 | $3,844 | $95,979-96.0% | $74,551-94.8% | $135,380-97.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -43.03% | 56.97%-100.0pp | 32.53%-75.6pp | 519.81%-562.8pp |
| Employer contribution / active EE | $1,382 | $2,716-49.1% | $1,961-29.5% | $4,779-71.1% |
| Participant deferral / active EE | $1,552 | $3,844-59.6% | $3,108-50.1% | $5,609-72.3% |
| Admin fee / account holder | $34 | $6,522-99.5% | $5,059-99.3% | $10,828-99.7% |