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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 | $6,846 | $92,743-92.6% | $82,744-91.7% | $134,532-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.12% | 946.63%-969.7pp | 702.22%-725.3pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,169 | $3,273-33.7% | $3,008-27.9% | $4,741-54.3% |
| Participant deferral / active EE | $2,336 | $4,802-51.4% | $4,395-46.9% | $6,401-63.5% |
| Admin fee / account holder | $7 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |