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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 | $9,206 | $75,962-87.9% | $154,108-94.0% | $64,173-85.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -12.26% | 30.32%-42.6pp | 735.21%-747.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $4,586 | $3,350+36.9% | $5,298-13.4% | $2,381+92.6% |
| Participant deferral / active EE | $2,803 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $46 | $5,589-99.2% | $13,411-99.7% | $4,887-99.1% |