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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 | $4,038 | $152,542-97.4% | $117,498-96.6% | $134,509-97.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -31.06% | 53.02%-84.1pp | 29.75%-60.8pp | 418.13%-449.2pp |
| Employer contribution / active EE | $3,000 | $5,574-46.2% | $4,178-28.2% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $35 | $7,006-99.5% | $5,646-99.4% | $11,427-99.7% |