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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 | $7,228 | $78,694-90.8% | $67,652-89.3% | $125,389-94.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -22.34% | 9.46%-31.8pp | 6625.40%-6647.7pp | 282.24%-304.6pp |
| Employer contribution / active EE | $3,858 | $3,044+26.7% | $2,266+70.3% | $4,866-20.7% |
| Participant deferral / active EE | $3,187 | $4,292-25.8% | $3,560-10.5% | $5,352-40.4% |
| Admin fee / account holder | $25 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |