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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 | $6,320 | $84,518-92.5% | $67,704-90.7% | $125,388-95.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -9.66% | 2.57%-12.2pp | 25.41%-35.1pp | 282.24%-291.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,143 | $4,430+16.1% | $3,585+43.5% | $5,352-3.9% |
| Admin fee / account holder | $70 | $5,340-98.7% | $4,255-98.4% | $9,541-99.3% |