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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 | $7,130 | $59,819-88.1% | $79,583-91.0% | $68,490-89.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -26.07% | -12.30%-13.8pp | 0.16%-26.2pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,015 | $3,025+98.8% | $3,986+50.9% | $4,028+49.3% |
| Admin fee / account holder | $119 | $4,835-97.5% | $6,835-98.3% | $5,403-97.8% |