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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 | $1,670 | $49,177-96.6% | $79,467-97.9% | $64,173-97.4% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.6%+12.2pp |
| Annual return | -19.97% | -1.16%-18.8pp | 718.30%-738.3pp | 7.63%-27.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,212 | $2,821-57.1% | $3,704-67.3% | $3,470-65.1% |
| Admin fee / account holder | $170 | $3,839-95.6% | $5,104-96.7% | $4,887-96.5% |