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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 | $17,171 | $58,493-70.6% | $84,021-79.6% | $72,975-76.5% |
| Participation rate | 81.1% | 61.2%+19.8pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | -12.57% | 28.93%-41.5pp | 71.32%-83.9pp | 81.01%-93.6pp |
| Employer contribution / active EE | $676 | $1,163-41.9% | $1,984-65.9% | $2,440-72.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $165 | $4,569-96.4% | $6,102-97.3% | $5,124-96.8% |