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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 | $4,258 | $157,829-97.3% | $136,867-96.9% | $198,609-97.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -20.89% | 51.25%-72.1pp | 42.97%-63.9pp | 202.70%-223.6pp |
| Employer contribution / active EE | $1,690 | $3,923-56.9% | $3,547-52.4% | $5,055-66.6% |
| Participant deferral / active EE | $2,173 | $5,463-60.2% | $4,924-55.9% | $6,977-68.8% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |