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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 | $4,130 | $30,732-86.6% | $59,496-93.1% | $59,633-93.1% |
| Participation rate | 81.7% | 43.2%+38.5pp | 54.6%+27.1pp | 68.7%+13.0pp |
| Annual return | -5.82% | 4.47%-10.3pp | 182.05%-187.9pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $211 | $631-66.5% | $1,153-81.7% | $2,203-90.4% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $170 | $2,136-92.1% | $2,232-92.4% | $4,297-96.1% |