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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 | $12,124 | $47,944-74.7% | $67,834-82.1% | $62,881-80.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | -5.83% | 11.77%-17.6pp | 138.47%-144.3pp | 20.14%-26.0pp |
| Employer contribution / active EE | $1,641 | $1,562+5.1% | $2,403-31.7% | $2,281-28.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $134 | $3,712-96.4% | $4,622-97.1% | $4,296-96.9% |