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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 | $5,419 | $93,098-94.2% | $77,081-93.0% | $134,509-96.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.79% | 62.63%-88.4pp | 42.33%-68.1pp | 418.13%-443.9pp |
| Employer contribution / active EE | $1,690 | $3,419-50.6% | $2,813-39.9% | $4,741-64.3% |
| Participant deferral / active EE | $3,527 | $5,239-32.7% | $4,428-20.3% | $6,400-44.9% |
| Admin fee / account holder | $261 | $6,945-96.2% | $5,427-95.2% | $11,427-97.7% |