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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 | $6,724 | $73,863-90.9% | $143,797-95.3% | $68,490-90.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.43% | 0.91%-21.3pp | -0.04%-20.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,809 | $3,185-43.2% | $4,952-63.5% | $2,597-30.3% |
| Participant deferral / active EE | $1,038 | $3,385-69.3% | $5,638-81.6% | $4,028-74.2% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |