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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 | $2,730 | $107,809-97.5% | $90,657-97.0% | $135,380-98.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -21.50% | -0.90%-20.6pp | 1.89%-23.4pp | 519.81%-541.3pp |
| Employer contribution / active EE | $752 | $3,018-75.1% | $2,532-70.3% | $4,779-84.3% |
| Participant deferral / active EE | $1,285 | $3,872-66.8% | $3,424-62.5% | $5,609-77.1% |
| Admin fee / account holder | $201 | $5,931-96.6% | $4,994-96.0% | $10,828-98.1% |