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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 | $5,338 | $92,766-94.2% | $82,763-93.6% | $134,545-96.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.59% | 946.97%-973.6pp | 702.45%-729.0pp | 418.37%-445.0pp |
| Employer contribution / active EE | $1,672 | $3,273-48.9% | $3,008-44.4% | $4,742-64.7% |
| Participant deferral / active EE | $3,183 | $4,802-33.7% | $4,395-27.6% | $6,401-50.3% |
| Admin fee / account holder | $61 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |