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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 | $687 | $45,152-98.5% | $73,836-99.1% | $59,633-98.8% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | -4.67% | 27.40%-32.1pp | 2268.06%-2272.7pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $599 | $1,901-68.5% | $2,787-78.5% | $2,203-72.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |