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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 | $16,027 | $98,240-83.7% | $82,313-80.5% | $147,585-89.1% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | -10.51% | 30.85%-41.4pp | 25.88%-36.4pp | 578.58%-589.1pp |
| Employer contribution / active EE | $2,963 | $3,192-7.2% | $2,428+22.0% | $4,876-39.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |