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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 | $6,145 | $181,896-96.6% | $156,551-96.1% | $273,972-97.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | -28.54% | 30.74%-59.3pp | 32.23%-60.8pp | 41.46%-70.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,687 | $5,550-33.6% | $4,871-24.3% | $5,287-30.3% |
| Admin fee / account holder | $26 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |