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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 | $27,040 | $131,835-79.5% | $108,582-75.1% | $273,972-90.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | -3.24% | -91.57%+88.3pp | -51.70%+48.5pp | 41.46%-44.7pp |
| Employer contribution / active EE | $1,083 | $4,913-78.0% | $3,758-71.2% | $4,869-77.8% |
| Participant deferral / active EE | $4,788 | $5,127-6.6% | $4,311+11.1% | $5,287-9.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |