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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 | $2,123 | $27,639-92.3% | $61,501-96.5% | $68,490-96.9% |
| Participation rate | 93.3% | 39.5%+53.8pp | 52.6%+40.8pp | 67.9%+25.4pp |
| Annual return | -25.82% | -13.19%-12.6pp | 339.04%-364.9pp | -7.85%-18.0pp |
| Employer contribution / active EE | $642 | $696-7.7% | $1,160-44.6% | $2,597-75.3% |
| Participant deferral / active EE | $1,442 | $1,264+14.1% | $2,125-32.1% | $4,028-64.2% |
| Admin fee / account holder | $3 | $2,012-99.8% | $2,132-99.8% | $5,403-99.9% |