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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 | $8,346 | $138,076-94.0% | $123,553-93.2% | $135,380-93.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -60.58% | 153.70%-214.3pp | 119.21%-179.8pp | 519.81%-580.4pp |
| Employer contribution / active EE | $2,310 | $5,152-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $5,803 | $6,800-14.7% | $6,426-9.7% | $5,609+3.5% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |