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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 | $7,899 | $49,177-83.9% | $79,466-90.1% | $64,173-87.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -13.06% | -1.16%-11.9pp | 718.28%-731.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,258 | $2,076-39.4% | $2,800-55.1% | $2,381-47.2% |
| Participant deferral / active EE | $1,388 | $2,821-50.8% | $3,704-62.5% | $3,470-60.0% |
| Admin fee / account holder | $28 | $3,839-99.3% | $5,104-99.5% | $4,887-99.4% |