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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 | $1,025 | $107,809-99.0% | $90,657-98.9% | $135,379-99.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -30.04% | -0.90%-29.1pp | 1.89%-31.9pp | 519.79%-549.8pp |
| Employer contribution / active EE | $1,029 | $3,018-65.9% | $2,532-59.3% | $4,779-78.5% |
| Participant deferral / active EE | $1,586 | $3,872-59.0% | $3,424-53.7% | $5,609-71.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |