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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 | $9,331 | $48,053-80.6% | $84,637-89.0% | $72,976-87.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | -44.49% | 37.39%-81.9pp | 258.82%-303.3pp | 81.02%-125.5pp |
| Employer contribution / active EE | $6,731 | $1,602+320.2% | $2,653+153.7% | $2,440+175.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $224 | $3,395-93.4% | $4,914-95.4% | $5,124-95.6% |