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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 | $9,564 | $57,352-83.3% | $83,831-88.6% | $64,173-85.1% |
| Participation rate | 84.9% | 68.6%+16.3pp | 76.1%+8.8pp | 69.6%+15.3pp |
| Annual return | -8.83% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,726 | $2,546-32.2% | $3,631-52.5% | $2,381-27.5% |
| Participant deferral / active EE | $2,278 | $2,993-23.9% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $122 | $4,046-97.0% | $5,479-97.8% | $4,887-97.5% |