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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 | $10,542 | $57,352-81.6% | $83,830-87.4% | $64,173-83.6% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -9.25% | 11.38%-20.6pp | 850.97%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,730 | $2,546-32.0% | $3,631-52.4% | $2,381-27.3% |
| Participant deferral / active EE | $2,301 | $2,993-23.1% | $4,082-43.6% | $3,470-33.7% |
| Admin fee / account holder | $207 | $4,046-94.9% | $5,479-96.2% | $4,887-95.8% |