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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 | $8,295 | $54,357-84.7% | $82,706-90.0% | $68,495-87.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -25.66% | -13.67%-12.0pp | 701.76%-727.4pp | -7.84%-17.8pp |
| Employer contribution / active EE | $3,690 | $2,218+66.3% | $3,007+22.7% | $2,596+42.1% |
| Participant deferral / active EE | $2,410 | $3,246-25.8% | $4,394-45.1% | $4,028-40.2% |
| Admin fee / account holder | $180 | $4,396-95.9% | $5,329-96.6% | $5,403-96.7% |