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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 | $9,404 | $84,518-88.9% | $67,704-86.1% | $125,389-92.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -41.39% | 2.57%-44.0pp | 25.41%-66.8pp | 282.24%-323.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,013 | $4,430-54.6% | $3,585-43.9% | $5,352-62.4% |
| Admin fee / account holder | -$83 | $5,340-101.6% | $4,255-102.0% | $9,541-100.9% |