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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 | $4,163 | $95,188-95.6% | $76,518-94.6% | $135,380-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.58% | 4.85%-19.4pp | -0.27%-14.3pp | 519.81%-534.4pp |
| Employer contribution / active EE | $2,408 | $3,303-27.1% | $2,647-9.0% | $4,779-49.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $96 | $6,249-98.5% | $4,849-98.0% | $10,828-99.1% |