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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 | $12,133 | $58,493-79.3% | $84,023-85.6% | $72,976-83.4% |
| Participation rate | 89.7% | 61.2%+28.5pp | 69.0%+20.7pp | 69.5%+20.3pp |
| Annual return | -25.29% | 28.93%-54.2pp | 71.32%-96.6pp | 81.02%-106.3pp |
| Employer contribution / active EE | $3,596 | $1,163+209.2% | $1,984+81.2% | $2,440+47.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |