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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 | $3,004 | $93,346-96.8% | $71,796-95.8% | $273,972-98.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -1.52% | 130.39%-131.9pp | 78.04%-79.6pp | 41.46%-43.0pp |
| Employer contribution / active EE | $1,087 | $2,733-60.2% | $1,924-43.5% | $4,869-77.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $48 | $6,571-99.3% | $4,815-99.0% | $10,133-99.5% |