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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 | $4,150 | $67,352-93.8% | $60,899-93.2% | $134,509-96.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -29.35% | 49.99%-79.3pp | 16.92%-46.3pp | 418.13%-447.5pp |
| Employer contribution / active EE | $431 | $3,098-86.1% | $2,702-84.0% | $4,741-90.9% |
| Participant deferral / active EE | $3,103 | $4,539-31.6% | $3,817-18.7% | $6,400-51.5% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |