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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 | $6,568 | $106,247-93.8% | $96,515-93.2% | $139,466-95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -107.81% | 38.47%-146.3pp | 35.73%-143.5pp | 373.66%-481.5pp |
| Employer contribution / active EE | $1,193 | $4,106-71.0% | $3,740-68.1% | $4,754-74.9% |
| Participant deferral / active EE | $5,756 | $5,456+5.5% | $4,880+18.0% | $6,712-14.2% |
| Admin fee / account holder | $18 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |