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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 | $7,085 | $95,915-92.6% | $79,580-91.1% | $134,532-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.95% | -2.71%-26.2pp | 0.15%-29.1pp | 418.27%-447.2pp |
| Employer contribution / active EE | $1,923 | $3,129-38.6% | $2,413-20.3% | $4,741-59.4% |
| Participant deferral / active EE | $3,048 | $4,693-35.1% | $3,985-23.5% | $6,401-52.4% |
| Admin fee / account holder | $116 | $9,132-98.7% | $6,835-98.3% | $11,429-99.0% |