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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 | $16,995 | $78,694-78.4% | $67,653-74.9% | $125,388-86.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.22%-6628.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $4,963 | $3,044+63.1% | $2,266+119.1% | $4,866+2.0% |
| Participant deferral / active EE | $3,104 | $4,292-27.7% | $3,560-12.8% | $5,352-42.0% |
| Admin fee / account holder | $124 | $7,403-98.3% | $4,821-97.4% | $9,541-98.7% |