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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 | $8,739 | $82,674-89.4% | $125,381-93.0% | $68,486-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.16% | -5.97%-17.2pp | 572.31%-595.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,831 | $3,382-45.9% | $4,815-62.0% | $2,597-29.5% |
| Participant deferral / active EE | $3,291 | $6,111-46.1% | $7,448-55.8% | $4,028-18.3% |
| Admin fee / account holder | $180 | $6,277-97.1% | $10,007-98.2% | $5,404-96.7% |