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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 | $4,217 | $95,915-95.6% | $79,580-94.7% | $134,532-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.01% | -2.71%-22.3pp | 0.15%-25.2pp | 418.27%-443.3pp |
| Employer contribution / active EE | $985 | $3,129-68.5% | $2,413-59.2% | $4,741-79.2% |
| Participant deferral / active EE | $1,577 | $4,693-66.4% | $3,985-60.4% | $6,401-75.4% |
| Admin fee / account holder | $17 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |