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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 | $4,362 | $92,219-95.3% | $76,767-94.3% | $135,380-96.8% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -21.68% | 5.46%-27.1pp | 2.43%-24.1pp | 519.81%-541.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,728 | $4,508-39.5% | $3,852-29.2% | $5,609-51.4% |
| Admin fee / account holder | $33 | $10,749-99.7% | $6,675-99.5% | $10,828-99.7% |