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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 | $4,599 | $67,214-93.2% | $61,491-92.5% | $134,532-96.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -72.66% | -12.08%-60.6pp | -12.98%-59.7pp | 418.27%-490.9pp |
| Employer contribution / active EE | $3,370 | $4,974-32.3% | $4,246-20.6% | $4,741-28.9% |
| Participant deferral / active EE | $2,468 | $6,103-59.6% | $5,188-52.4% | $6,401-61.4% |
| Admin fee / account holder | $199 | $4,610-95.7% | $4,312-95.4% | $11,429-98.3% |