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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 | $4,763 | $77,817-93.9% | $123,553-96.1% | $64,173-92.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -24.25% | 12.49%-36.7pp | 119.21%-143.5pp | 7.63%-31.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,919 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $71 | $5,519-98.7% | $9,284-99.2% | $4,887-98.5% |