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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 | $13,649 | $72,404-81.1% | $110,243-87.6% | $64,173-78.7% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -34.35% | -6.29%-28.1pp | 314.76%-349.1pp | 7.63%-42.0pp |
| Employer contribution / active EE | $4,068 | $2,282+78.3% | $3,827+6.3% | $2,381+70.9% |
| Participant deferral / active EE | $8,379 | $3,469+141.5% | $4,672+79.3% | $3,470+141.5% |
| Admin fee / account holder | $20 | $5,664-99.6% | $8,548-99.8% | $4,887-99.6% |