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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 | $3,812 | $93,117-95.9% | $77,096-95.1% | $134,532-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.50% | 62.67%-92.2pp | 42.35%-71.8pp | 418.27%-447.8pp |
| Employer contribution / active EE | $982 | $3,420-71.3% | $2,814-65.1% | $4,741-79.3% |
| Participant deferral / active EE | $2,373 | $5,241-54.7% | $4,429-46.4% | $6,401-62.9% |
| Admin fee / account holder | $28 | $6,948-99.6% | $5,428-99.5% | $11,429-99.8% |