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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 | $4,620 | $85,790-94.6% | $67,313-93.1% | $135,380-96.6% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -112.30% | -0.54%-111.8pp | -4.08%-108.2pp | 519.81%-632.1pp |
| Employer contribution / active EE | $1,020 | $3,487-70.7% | $2,566-60.2% | $4,779-78.6% |
| Participant deferral / active EE | $3,320 | $4,651-28.6% | $3,568-7.0% | $5,609-40.8% |
| Admin fee / account holder | $150 | $6,392-97.6% | $4,507-96.7% | $10,828-98.6% |