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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 | $3,601 | $211,946-98.3% | $169,452-97.9% | $135,380-97.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -56.82% | 3.26%-60.1pp | 1.83%-58.7pp | 519.81%-576.6pp |
| Employer contribution / active EE | $950 | $5,117-81.4% | $4,157-77.2% | $4,779-80.1% |
| Participant deferral / active EE | $1,587 | $6,075-73.9% | $5,277-69.9% | $5,609-71.7% |
| Admin fee / account holder | $20 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |