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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 | $9,319 | $95,915-90.3% | $79,580-88.3% | $134,532-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -30.16% | -2.71%-27.4pp | 0.15%-30.3pp | 418.27%-448.4pp |
| Employer contribution / active EE | $2,920 | $3,129-6.7% | $2,413+21.0% | $4,741-38.4% |
| Participant deferral / active EE | $4,690 | $4,693-0.1% | $3,985+17.7% | $6,401-26.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |