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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 | $1,981 | $51,631-96.2% | $129,397-98.5% | $80,925-97.6% |
| Participation rate | 87.5% | 56.9%+30.6pp | 69.6%+17.9pp | 67.7%+19.8pp |
| Annual return | -3.29% | 20.77%-24.1pp | 9453.98%-9457.3pp | 35.65%-38.9pp |
| Employer contribution / active EE | $694 | $1,583-56.1% | $4,154-83.3% | $2,756-74.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $212 | $4,309-95.1% | $7,679-97.2% | $6,940-96.9% |