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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 | $7,520 | $91,536-91.8% | $130,062-94.2% | $75,177-90.0% |
| Participation rate | 96.7% | 71.5%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 5.99% | -631.62%+637.6pp | -137.37%+143.4pp | 160.75%-154.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18 | $6,780-99.7% | $10,601-99.8% | $5,651-99.7% |