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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 | $17,359 | $113,339-84.7% | $94,993-81.7% | $147,585-88.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -6.48% | 20.77%-27.2pp | 27.12%-33.6pp | 578.57%-585.1pp |
| Employer contribution / active EE | $546 | $3,160-82.7% | $2,603-79.0% | $4,876-88.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |