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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 | $6,060 | $75,962-92.0% | $154,108-96.1% | $64,173-90.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -21.74% | 30.32%-52.1pp | 735.21%-756.9pp | 7.63%-29.4pp |
| Employer contribution / active EE | $3,232 | $3,350-3.5% | $5,298-39.0% | $2,381+35.8% |
| Participant deferral / active EE | $2,196 | $3,175-30.8% | $5,081-56.8% | $3,470-36.7% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |