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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 | $1,952 | $43,344-95.5% | $59,899-96.7% | $64,173-97.0% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | -33.75% | -1.55%-32.2pp | 3.46%-37.2pp | 7.63%-41.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |