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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 | $7,384 | $95,917-92.3% | $79,583-90.7% | $134,545-94.5% |
| Participation rate | 81.3% | 75.0%+6.2pp | 69.5%+11.8pp | 81.2%0pp |
| Annual return | -36.29% | -2.70%-33.6pp | 0.16%-36.5pp | 418.37%-454.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,462 | $4,694+16.4% | $3,986+37.0% | $6,401-14.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |