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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 | $3,761 | $112,729-96.7% | $98,716-96.2% | $137,256-97.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -98.18% | 38.48%-136.7pp | 31.81%-130.0pp | 220.34%-318.5pp |
| Employer contribution / active EE | $1,944 | $2,725-28.7% | $2,279-14.7% | $4,156-53.2% |
| Participant deferral / active EE | $2,255 | $4,640-51.4% | $4,048-44.3% | $6,407-64.8% |
| Admin fee / account holder | $14 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |