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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 | $10,586 | $147,727-92.8% | $115,756-90.9% | $134,545-92.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -22.40% | 73.96%-96.4pp | 143.14%-165.5pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,688 | $4,713-64.2% | $3,793-55.5% | $4,742-64.4% |
| Participant deferral / active EE | $6,549 | $7,563-13.4% | $6,254+4.7% | $6,401+2.3% |
| Admin fee / account holder | $25 | $14,571-99.8% | $8,124-99.7% | $11,431-99.8% |