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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 | $11,394 | $57,352-80.1% | $83,831-86.4% | $64,173-82.2% |
| Participation rate | 78.3% | 68.6%+9.7pp | 76.1%+2.1pp | 69.6%+8.7pp |
| Annual return | -16.68% | 11.38%-28.1pp | 850.99%-867.7pp | 7.63%-24.3pp |
| Employer contribution / active EE | $2,534 | $2,546-0.4% | $3,631-30.2% | $2,381+6.4% |
| Participant deferral / active EE | $4,440 | $2,993+48.4% | $4,082+8.8% | $3,470+28.0% |
| Admin fee / account holder | $239 | $4,046-94.1% | $5,479-95.6% | $4,887-95.1% |