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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 | $1,616 | $84,518-98.1% | $67,704-97.6% | $125,389-98.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -14.00% | 2.57%-16.6pp | 25.41%-39.4pp | 282.24%-296.2pp |
| Employer contribution / active EE | $248 | $3,292-92.5% | $2,559-90.3% | $4,866-94.9% |
| Participant deferral / active EE | $1,196 | $4,430-73.0% | $3,585-66.6% | $5,352-77.7% |
| Admin fee / account holder | $12 | $5,340-99.8% | $4,255-99.7% | $9,541-99.9% |