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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 | $13,457 | $45,566-70.5% | $64,105-79.0% | $59,633-77.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.50% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $769 | $934-17.7% | $1,820-57.7% | $2,203-65.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $199 | $3,268-93.9% | $4,499-95.6% | $4,297-95.4% |