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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 | $5,757 | $93,124-93.8% | $77,100-92.5% | $134,545-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.97% | 62.68%-90.7pp | 42.35%-70.3pp | 418.37%-446.3pp |
| Employer contribution / active EE | $1,024 | $3,421-70.1% | $2,815-63.6% | $4,742-78.4% |
| Participant deferral / active EE | $3,415 | $5,242-34.9% | $4,430-22.9% | $6,401-46.7% |
| Admin fee / account holder | $47 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |