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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 | $3,039 | $43,730-93.1% | $121,220-97.5% | $64,173-95.3% |
| Participation rate | 77.8% | 58.3%+19.4pp | 71.8%+6.0pp | 69.6%+8.2pp |
| Annual return | -46.12% | 68.94%-115.1pp | 16.94%-63.1pp | 7.63%-53.7pp |
| Employer contribution / active EE | $715 | $1,297-44.9% | $4,023-82.2% | $2,381-70.0% |
| Participant deferral / active EE | $1,600 | $2,281-29.9% | $3,345-52.2% | $3,470-53.9% |
| Admin fee / account holder | $17 | $3,502-99.5% | $5,021-99.7% | $4,887-99.7% |