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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 | $7,692 | $95,975-92.0% | $74,549-89.7% | $135,379-94.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.32% | 56.96%-69.3pp | 32.53%-44.9pp | 519.79%-532.1pp |
| Employer contribution / active EE | $577 | $2,716-78.8% | $1,961-70.6% | $4,779-87.9% |
| Participant deferral / active EE | $4,449 | $3,844+15.8% | $3,108+43.2% | $5,609-20.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |