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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 | $6,699 | $85,790-92.2% | $67,313-90.0% | $135,380-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -42.62% | -0.54%-42.1pp | -4.08%-38.5pp | 519.81%-562.4pp |
| Employer contribution / active EE | $2,584 | $3,487-25.9% | $2,566+0.7% | $4,779-45.9% |
| Participant deferral / active EE | $3,806 | $4,651-18.2% | $3,568+6.7% | $5,609-32.1% |
| Admin fee / account holder | $86 | $6,392-98.7% | $4,507-98.1% | $10,828-99.2% |