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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 | $4,285 | $32,117-86.7% | $71,089-94.0% | $64,173-93.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -13.31% | -5.57%-7.7pp | 650.65%-664.0pp | 7.63%-20.9pp |
| Employer contribution / active EE | $773 | $712+8.6% | $1,088-28.9% | $2,381-67.5% |
| Participant deferral / active EE | $1,192 | $1,263-5.6% | $1,873-36.4% | $3,470-65.7% |
| Admin fee / account holder | $236 | $2,759-91.5% | $3,082-92.3% | $4,887-95.2% |