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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 | $5,661 | $86,938-93.5% | $102,423-94.5% | $80,925-93.0% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | -64.78% | 18.89%-83.7pp | 29.42%-94.2pp | 35.65%-100.4pp |
| Employer contribution / active EE | $2,823 | $2,369+19.1% | $3,023-6.6% | $2,756+2.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $94 | $8,053-98.8% | $9,455-99.0% | $6,940-98.6% |