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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 | $11,800 | $72,177-83.7% | $115,038-89.7% | $59,633-80.2% |
| Participation rate | 98.2% | 72.6%+25.7pp | 81.4%+16.9pp | 68.7%+29.6pp |
| Annual return | -17.96% | 12.02%-30.0pp | 26.14%-44.1pp | 2041.45%-2059.4pp |
| Employer contribution / active EE | $2,678 | $2,841-5.7% | $4,608-41.9% | $2,203+21.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $163 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |