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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 | $6,051 | $95,917-93.7% | $79,583-92.4% | $134,545-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -37.94% | -2.70%-35.2pp | 0.16%-38.1pp | 418.37%-456.3pp |
| Employer contribution / active EE | $1,897 | $3,129-39.4% | $2,414-21.4% | $4,742-60.0% |
| Participant deferral / active EE | $3,337 | $4,694-28.9% | $3,986-16.3% | $6,401-47.9% |
| Admin fee / account holder | $6 | $9,132-99.9% | $6,835-99.9% | $11,431-100.0% |