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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 | $6,114 | $93,098-93.4% | $77,081-92.1% | $134,509-95.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.94% | 62.63%-87.6pp | 42.33%-67.3pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,511 | $3,419-55.8% | $2,813-46.3% | $4,741-68.1% |
| Participant deferral / active EE | $2,719 | $5,239-48.1% | $4,428-38.6% | $6,400-57.5% |
| Admin fee / account holder | $5 | $6,945-99.9% | $5,427-99.9% | $11,427-100.0% |