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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 | $880 | $42,910-98.0% | $60,919-98.6% | $68,490-98.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -23.32% | -13.99%-9.3pp | 16.96%-40.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $459 | $1,978-76.8% | $2,704-83.0% | $2,597-82.3% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |