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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 | $3,923 | $45,872-91.4% | $77,096-94.9% | $68,486-94.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -29.17% | 1.73%-30.9pp | 42.35%-71.5pp | -7.85%-21.3pp |
| Employer contribution / active EE | $3,384 | $1,650+105.1% | $2,814+20.2% | $2,597+30.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $137 | $3,041-95.5% | $5,428-97.5% | $5,404-97.5% |