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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 | $12,083 | $100,194-87.9% | $122,979-90.2% | $86,983-86.1% |
| Participation rate | 97.1% | 73.0%+24.2pp | 77.2%+20.0pp | 69.5%+27.6pp |
| Annual return | -15.97% | 16.47%-32.4pp | 20.12%-36.1pp | 25.83%-41.8pp |
| Employer contribution / active EE | $857 | $2,326-63.1% | $3,062-72.0% | $2,584-66.8% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5 | $10,148-100.0% | $12,864-100.0% | $7,856-99.9% |