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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 | $2,179 | $57,350-96.2% | $83,850-97.4% | $64,181-96.6% |
| Participation rate | 78.9% | 68.6%+10.3pp | 76.1%+2.8pp | 69.6%+9.4pp |
| Annual return | -10.44% | 11.38%-21.8pp | 850.92%-861.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,168 | $2,545-54.1% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $48 | $4,046-98.8% | $5,478-99.1% | $4,887-99.0% |