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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 | $3,103 | $95,917-96.8% | $79,583-96.1% | $134,545-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.18% | -2.70%-26.5pp | 0.16%-29.3pp | 418.37%-447.5pp |
| Employer contribution / active EE | $808 | $3,129-74.2% | $2,414-66.5% | $4,742-83.0% |
| Participant deferral / active EE | $1,212 | $4,694-74.2% | $3,986-69.6% | $6,401-81.1% |
| Admin fee / account holder | $220 | $9,132-97.6% | $6,835-96.8% | $11,431-98.1% |