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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 | $5,939 | $46,464-87.2% | $150,298-96.0% | $79,634-92.5% |
| Participation rate | 95.5% | 57.0%+38.5pp | 77.8%+17.7pp | 62.5%+33.0pp |
| Annual return | -9.52% | 27.89%-37.4pp | 62.79%-72.3pp | 36.46%-46.0pp |
| Employer contribution / active EE | $420 | $1,512-72.2% | $4,154-89.9% | $2,529-83.4% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |