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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 | $8,577 | $167,362-94.9% | $143,799-94.0% | $134,532-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -51.48% | 0.47%-52.0pp | -0.04%-51.4pp | 418.27%-469.7pp |
| Employer contribution / active EE | $1,346 | $5,620-76.1% | $4,952-72.8% | $4,741-71.6% |
| Participant deferral / active EE | $6,378 | $6,447-1.1% | $5,638+13.1% | $6,401-0.4% |
| Admin fee / account holder | $124 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |