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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 | $3,538 | $76,551-95.4% | $123,894-97.1% | $62,881-94.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -43.79% | 18.68%-62.5pp | 47.52%-91.3pp | 20.14%-63.9pp |
| Employer contribution / active EE | $609 | $2,882-78.9% | $4,617-86.8% | $2,281-73.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $215 | $4,826-95.5% | $8,357-97.4% | $4,296-95.0% |