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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 | $1,807 | $76,551-97.6% | $123,894-98.5% | $62,881-97.1% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | -46.81% | 18.68%-65.5pp | 47.52%-94.3pp | 20.14%-67.0pp |
| Employer contribution / active EE | $941 | $2,882-67.4% | $4,617-79.6% | $2,281-58.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $278 | $4,826-94.2% | $8,357-96.7% | $4,296-93.5% |