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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 | $3,380 | $93,124-96.4% | $77,100-95.6% | $134,545-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -38.20% | 62.68%-100.9pp | 42.35%-80.6pp | 418.37%-456.6pp |
| Employer contribution / active EE | $2,042 | $3,421-40.3% | $2,815-27.4% | $4,742-56.9% |
| Participant deferral / active EE | $4,434 | $5,242-15.4% | $4,430+0.1% | $6,401-30.7% |
| Admin fee / account holder | $7 | $6,970-99.9% | $5,443-99.9% | $11,431-99.9% |