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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 | $3,039 | $82,314-96.3% | $68,808-95.6% | $134,532-97.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -31.88% | -2.18%-29.7pp | -6.37%-25.5pp | 418.27%-450.1pp |
| Employer contribution / active EE | $1,867 | $3,301-43.4% | $2,656-29.7% | $4,741-60.6% |
| Participant deferral / active EE | $2,281 | $4,740-51.9% | $3,942-42.1% | $6,401-64.4% |
| Admin fee / account holder | $196 | $6,484-97.0% | $4,936-96.0% | $11,429-98.3% |