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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 | $7,360 | $100,805-92.7% | $86,698-91.5% | $134,532-94.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -47.84% | 29.09%-76.9pp | 35.95%-83.8pp | 418.27%-466.1pp |
| Employer contribution / active EE | $2,929 | $3,490-16.1% | $2,837+3.2% | $4,741-38.2% |
| Participant deferral / active EE | $3,929 | $5,339-26.4% | $4,656-15.6% | $6,401-38.6% |
| Admin fee / account holder | $26 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |