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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 | $5,638 | $105,929-94.7% | $81,926-93.1% | $158,950-96.5% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | -8.34% | 38.19%-46.5pp | 29.49%-37.8pp | 302.91%-311.2pp |
| Employer contribution / active EE | $2,397 | $7,802-69.3% | $4,310-44.4% | $4,762-49.7% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $112 | $8,492-98.7% | $5,159-97.8% | $11,248-99.0% |