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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 | $2,917 | $152,597-98.1% | $117,533-97.5% | $134,532-97.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -33.71% | 53.04%-86.8pp | 29.77%-63.5pp | 418.27%-452.0pp |
| Employer contribution / active EE | $2,536 | $5,576-54.5% | $4,179-39.3% | $4,741-46.5% |
| Participant deferral / active EE | $3,067 | $4,821-36.4% | $4,072-24.7% | $6,401-52.1% |
| Admin fee / account holder | $3 | $7,007-100.0% | $5,647-99.9% | $11,429-100.0% |