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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 | $755 | $60,813-98.8% | - | $134,532-99.4% |
| Participation rate | 80.0% | 67.1%+12.9pp | - | 81.2%-1.2pp |
| Annual return | -29.24% | -10.69%-18.6pp | - | 418.27%-447.5pp |
| Employer contribution / active EE | $292 | $2,735-89.3% | - | $4,741-93.8% |
| Participant deferral / active EE | $292 | $4,132-92.9% | - | $6,401-95.4% |
| Admin fee / account holder | $13 | $4,065-99.7% | - | $11,429-99.9% |