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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 | $4,940 | $96,643-94.9% | $86,617-94.3% | $139,456-96.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -28.90% | 106.57%-135.5pp | 591.91%-620.8pp | 373.45%-402.3pp |
| Employer contribution / active EE | $1,502 | $3,264-54.0% | $3,023-50.3% | $4,753-68.4% |
| Participant deferral / active EE | $3,707 | $4,835-23.3% | $4,437-16.4% | $6,711-44.8% |
| Admin fee / account holder | $23 | $6,406-99.6% | $5,613-99.6% | $11,407-99.8% |