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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 | $1,159 | $109,967-98.9% | $97,197-98.8% | $145,877-99.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -20.86% | 244.27%-265.1pp | 75.47%-96.3pp | 551.28%-572.1pp |
| Employer contribution / active EE | $1,620 | $3,077-47.3% | $2,723-40.5% | $4,663-65.3% |
| Participant deferral / active EE | $1,620 | $4,676-65.4% | $4,263-62.0% | $6,691-75.8% |
| Admin fee / account holder | $51 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |