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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 | $7,271 | $100,805-92.8% | $86,698-91.6% | $134,532-94.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.73% | 29.09%-55.8pp | 35.95%-62.7pp | 418.27%-445.0pp |
| Employer contribution / active EE | $1,357 | $3,490-61.1% | $2,837-52.2% | $4,741-71.4% |
| Participant deferral / active EE | $2,055 | $5,339-61.5% | $4,656-55.9% | $6,401-67.9% |
| Admin fee / account holder | $286 | $10,925-97.4% | $7,493-96.2% | $11,429-97.5% |