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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 | $7,289 | $152,597-95.2% | $117,533-93.8% | $134,532-94.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -24.83% | 53.04%-77.9pp | 29.77%-54.6pp | 418.27%-443.1pp |
| Employer contribution / active EE | $3,900 | $5,576-30.1% | $4,179-6.7% | $4,741-17.7% |
| Participant deferral / active EE | $6,354 | $4,821+31.8% | $4,072+56.0% | $6,401-0.7% |
| Admin fee / account holder | $7 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |