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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 | $586 | $65,704-99.1% | $94,229-99.4% | $59,633-99.0% |
| Participation rate | 78.6% | 72.1%+6.5pp | 78.8%-0.2pp | 68.7%+9.9pp |
| Annual return | -10.55% | 5.22%-15.8pp | 10.68%-21.2pp | 2041.45%-2052.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $54 | $4,265-98.7% | $6,269-99.1% | $4,297-98.7% |