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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 | $645 | $27,639-97.7% | $61,501-99.0% | $68,490-99.1% |
| Participation rate | 96.7% | 39.5%+57.2pp | 52.6%+44.1pp | 67.9%+28.8pp |
| Annual return | -25.59% | -13.19%-12.4pp | 339.04%-364.6pp | -7.85%-17.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $411 | $1,264-67.5% | $2,125-80.6% | $4,028-89.8% |
| Admin fee / account holder | $55 | $2,012-97.3% | $2,132-97.4% | $5,403-99.0% |