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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 | $7,712 | $52,519-85.3% | $155,789-95.0% | $59,633-87.1% |
| Participation rate | 98.1% | 61.7%+36.4pp | 76.1%+22.0pp | 68.7%+29.5pp |
| Annual return | -9.12% | 53.51%-62.6pp | 71.54%-80.7pp | 2041.45%-2050.6pp |
| Employer contribution / active EE | $886 | $1,589-44.3% | $3,839-76.9% | $2,203-59.8% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4 | $3,540-99.9% | $7,477-99.9% | $4,297-99.9% |