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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 | $2,341 | $40,275-94.2% | $57,356-95.9% | $59,633-96.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -16.04% | 27.52%-43.6pp | 24.41%-40.4pp | 2041.45%-2057.5pp |
| Employer contribution / active EE | $971 | $1,921-49.4% | $2,689-63.9% | $2,203-55.9% |
| Participant deferral / active EE | $1,295 | $2,400-46.0% | $3,162-59.0% | $3,192-59.4% |
| Admin fee / account holder | $148 | $2,820-94.8% | $3,357-95.6% | $4,297-96.6% |