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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 | $1,769 | $70,430-97.5% | $96,572-98.2% | $85,851-97.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -71.33% | 18.58%-89.9pp | 37.79%-109.1pp | 318.63%-390.0pp |
| Employer contribution / active EE | $1,550 | $1,413+9.7% | $2,357-34.2% | $2,565-39.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $38 | $4,996-99.2% | $6,183-99.4% | $6,261-99.4% |