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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 | $6,660 | $57,350-88.4% | $83,850-92.1% | $64,181-89.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -12.50% | 11.38%-23.9pp | 850.92%-863.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,078 | $2,545-18.4% | $3,631-42.8% | $2,381-12.7% |
| Participant deferral / active EE | $1,586 | $2,993-47.0% | $4,082-61.1% | $3,470-54.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |