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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 | $16,177 | $131,835-87.7% | $108,582-85.1% | $273,972-94.1% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | -0.92% | -91.57%+90.7pp | -51.70%+50.8pp | 41.46%-42.4pp |
| Employer contribution / active EE | $1,274 | $4,913-74.1% | $3,758-66.1% | $4,869-73.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $85 | $10,253-99.2% | $7,645-98.9% | $10,133-99.2% |