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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 | $4,194 | $95,193-95.6% | $76,523-94.5% | $135,382-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -15.82% | 4.85%-20.7pp | -0.27%-15.6pp | 519.77%-535.6pp |
| Employer contribution / active EE | $1,310 | $3,302-60.3% | $2,647-50.5% | $4,779-72.6% |
| Participant deferral / active EE | $1,899 | $4,639-59.1% | $3,835-50.5% | $5,609-66.1% |
| Admin fee / account holder | $70 | $6,249-98.9% | $4,848-98.6% | $10,829-99.4% |