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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 | $19,701 | $77,816-74.7% | $123,549-84.1% | $64,181-69.3% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.3%-12.3pp | 69.6%+0.4pp |
| Annual return | -10.81% | 12.49%-23.3pp | 119.20%-130.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,586 | $3,014-47.4% | $4,628-65.7% | $2,381-33.4% |
| Participant deferral / active EE | $3,201 | $5,240-38.9% | $6,426-50.2% | $3,470-7.7% |
| Admin fee / account holder | $115 | $5,519-97.9% | $9,284-98.8% | $4,887-97.7% |