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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 | $4,149 | $78,694-94.7% | $67,652-93.9% | $125,389-96.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.99% | 9.46%-14.4pp | 6625.40%-6630.4pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,098 | $3,044-63.9% | $2,266-51.6% | $4,866-77.4% |
| Participant deferral / active EE | $2,211 | $4,292-48.5% | $3,560-37.9% | $5,352-58.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |