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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 | $8,106 | $75,832-89.3% | $147,618-94.5% | $59,633-86.4% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | -3.17% | 0.37%-3.5pp | 61.98%-65.2pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,155 | $3,131-63.1% | $4,895-76.4% | $3,192-63.8% |
| Admin fee / account holder | $110 | $5,986-98.2% | $11,612-99.1% | $4,297-97.4% |