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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 | $18,140 | $77,816-76.7% | $123,552-85.3% | $64,173-71.7% |
| Participation rate | 71.3% | 74.7%-3.5pp | 82.3%-11.0pp | 69.6%+1.7pp |
| Annual return | -13.25% | 12.49%-25.7pp | 119.20%-132.5pp | 7.63%-20.9pp |
| Employer contribution / active EE | $3,688 | $3,014+22.4% | $4,628-20.3% | $2,381+54.9% |
| Participant deferral / active EE | $3,198 | $5,240-39.0% | $6,426-50.2% | $3,470-7.8% |
| Admin fee / account holder | $60 | $5,519-98.9% | $9,285-99.4% | $4,887-98.8% |