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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 | $14,342 | $57,976-75.3% | $63,018-77.2% | $62,293-77.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 74.8%+19.0pp | 69.5%+24.3pp |
| Annual return | -50.20% | 17.54%-67.7pp | 87.62%-137.8pp | 28.90%-79.1pp |
| Employer contribution / active EE | $1,627 | $2,415-32.6% | $2,761-41.1% | $2,042-20.4% |
| Participant deferral / active EE | $2,721 | $2,956-8.0% | $3,330-18.3% | $3,169-14.2% |
| Admin fee / account holder | $68 | $276-75.2% | $3,601-98.1% | $479-85.7% |