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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 | $3,723 | $69,012-94.6% | $160,037-97.7% | $68,490-94.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -19.64% | -9.65%-10.0pp | 408.95%-428.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,440 | $4,212-65.8% | $6,184-76.7% | $4,028-64.2% |
| Admin fee / account holder | $291 | $4,798-93.9% | $8,716-96.7% | $5,403-94.6% |