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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 | $8,401 | $87,132-90.4% | $105,624-92.0% | $80,959-89.6% |
| Participation rate | 89.8% | 70.4%+19.4pp | 75.3%+14.5pp | 67.7%+22.1pp |
| Annual return | -32.26% | 17.03%-49.3pp | 116.20%-148.5pp | 35.67%-67.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |