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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 | $13,591 | $82,674-83.6% | $125,381-89.2% | $68,486-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -32.20% | -5.97%-26.2pp | 572.31%-604.5pp | -7.85%-24.3pp |
| Employer contribution / active EE | $3,349 | $3,382-1.0% | $4,815-30.5% | $2,597+29.0% |
| Participant deferral / active EE | $8,127 | $6,111+33.0% | $7,448+9.1% | $4,028+101.8% |
| Admin fee / account holder | $62 | $6,277-99.0% | $10,007-99.4% | $5,404-98.8% |