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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 | $3,886 | $58,099-93.3% | $76,902-94.9% | $75,177-94.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | -105.41% | 26.71%-132.1pp | 37.91%-143.3pp | 160.75%-266.2pp |
| Employer contribution / active EE | $5,571 | $1,996+179.2% | $2,534+119.8% | $2,671+108.6% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $110 | $4,778-97.7% | $5,479-98.0% | $5,651-98.1% |