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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 | $6,241 | $131,835-95.3% | $108,582-94.3% | $273,972-97.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -8.68% | -91.57%+82.9pp | -51.70%+43.0pp | 41.46%-50.1pp |
| Employer contribution / active EE | $909 | $4,913-81.5% | $3,758-75.8% | $4,869-81.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $71 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |