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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 | $2,388 | $53,837-95.6% | $75,714-96.8% | $85,847-97.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | -1.85% | 24.54%-26.4pp | 104.62%-106.5pp | 318.61%-320.5pp |
| Employer contribution / active EE | $1,420 | $2,017-29.6% | $2,744-48.2% | $2,565-44.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |