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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 | $6,142 | $96,691-93.6% | $86,656-92.9% | $139,487-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -2.07% | 106.87%-108.9pp | 593.09%-595.2pp | 373.84%-375.9pp |
| Employer contribution / active EE | $2,581 | $3,267-21.0% | $3,025-14.7% | $4,755-45.7% |
| Participant deferral / active EE | $2,581 | $4,838-46.6% | $4,439-41.9% | $6,713-61.5% |
| Admin fee / account holder | $16 | $6,414-99.8% | $5,619-99.7% | $11,407-99.9% |