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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 | $10,538 | $77,816-86.5% | $123,549-91.5% | $64,181-83.6% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | -9.77% | 12.49%-22.3pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,689 | $5,240-10.5% | $6,426-27.0% | $3,470+35.1% |
| Admin fee / account holder | $53 | $5,519-99.0% | $9,284-99.4% | $4,887-98.9% |