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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 | $5,136 | $54,370-90.6% | $82,763-93.8% | $68,490-92.5% |
| Participation rate | 86.7% | 63.9%+22.7pp | 72.6%+14.1pp | 67.9%+18.8pp |
| Annual return | -25.99% | -13.67%-12.3pp | 702.45%-728.4pp | -7.85%-18.1pp |
| Employer contribution / active EE | $333 | $2,219-85.0% | $3,008-88.9% | $2,597-87.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $30 | $4,398-99.3% | $5,325-99.4% | $5,403-99.4% |