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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 | $8,350 | $87,060-90.4% | $105,591-92.1% | $80,911-89.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | -69.13% | 17.05%-86.2pp | 116.43%-185.6pp | 35.63%-104.8pp |
| Employer contribution / active EE | $735 | $2,396-69.3% | $3,166-76.8% | $2,756-73.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $127 | $8,442-98.5% | $11,024-98.8% | $6,935-98.2% |