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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 | $8,213 | $54,370-84.9% | $82,763-90.1% | $68,490-88.0% |
| Participation rate | 70.5% | 63.9%+6.6pp | 72.6%-2.1pp | 67.9%+2.6pp |
| Annual return | -28.05% | -13.67%-14.4pp | 702.45%-730.5pp | -7.85%-20.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $30 | $4,398-99.3% | $5,325-99.4% | $5,403-99.5% |