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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 | $5,168 | $103,038-95.0% | $90,324-94.3% | $152,909-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -25.32% | 95.25%-120.6pp | 78.15%-103.5pp | 345.46%-370.8pp |
| Employer contribution / active EE | $1,344 | $3,141-57.2% | $2,856-52.9% | $4,764-71.8% |
| Participant deferral / active EE | $2,899 | $4,282-32.3% | $3,885-25.4% | $5,851-50.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |