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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 | $5,430 | $78,694-93.1% | $67,652-92.0% | $125,389-95.7% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -8.41% | 9.46%-17.9pp | 6625.40%-6633.8pp | 282.24%-290.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,424 | $4,292-20.2% | $3,560-3.8% | $5,352-36.0% |
| Admin fee / account holder | $20 | $7,403-99.7% | $4,821-99.6% | $9,541-99.8% |