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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 | $6,542 | $72,177-90.9% | $115,038-94.3% | $59,633-89.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -14.52% | 12.02%-26.5pp | 26.14%-40.7pp | 2041.45%-2056.0pp |
| Employer contribution / active EE | $524 | $2,841-81.5% | $4,608-88.6% | $2,203-76.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $276 | $4,927-94.4% | $8,175-96.6% | $4,297-93.6% |