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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 | $6,304 | $91,911-93.1% | $68,612-90.8% | $135,379-95.3% |
| Participation rate | 92.3% | 76.7%+15.6pp | 72.2%+20.1pp | 82.6%+9.7pp |
| Annual return | -14.38% | -8.22%-6.2pp | -4.63%-9.7pp | 519.79%-534.2pp |
| Employer contribution / active EE | $3,252 | $3,924-17.1% | $2,625+23.9% | $4,779-32.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |