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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 | $3,103 | $92,219-96.6% | $76,768-96.0% | $135,379-97.7% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -82.70% | 5.46%-88.2pp | 2.43%-85.1pp | 519.79%-602.5pp |
| Employer contribution / active EE | $1,373 | $3,216-57.3% | $2,485-44.8% | $4,779-71.3% |
| Participant deferral / active EE | $2,579 | $4,508-42.8% | $3,852-33.0% | $5,609-54.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |