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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 | $3,255 | $82,314-96.0% | $68,808-95.3% | $134,532-97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.39% | -2.18%-22.2pp | -6.37%-18.0pp | 418.27%-442.7pp |
| Employer contribution / active EE | $1,315 | $3,301-60.2% | $2,656-50.5% | $4,741-72.3% |
| Participant deferral / active EE | $2,788 | $4,740-41.2% | $3,942-29.3% | $6,401-56.4% |
| Admin fee / account holder | $283 | $6,484-95.6% | $4,936-94.3% | $11,429-97.5% |