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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 | $7,880 | $81,840-90.4% | $63,412-87.6% | $125,389-93.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -22.57% | -0.10%-22.5pp | 4.04%-26.6pp | 282.24%-304.8pp |
| Employer contribution / active EE | $4,311 | $2,377+81.4% | $1,814+137.6% | $4,866-11.4% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $66 | $4,951-98.7% | $3,753-98.2% | $9,541-99.3% |