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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 | $7,744 | $60,139-87.1% | $90,461-91.4% | $79,856-90.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -1.94% | 71.96%-73.9pp | 1294.76%-1296.7pp | 31.71%-33.7pp |
| Employer contribution / active EE | $1,417 | $2,069-31.5% | $3,264-56.6% | $2,471-42.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $98 | $3,978-97.5% | $5,617-98.3% | $5,306-98.2% |