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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 | $20,234 | $95,453-78.8% | $112,040-81.9% | $82,448-75.5% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | -8.04% | 23.92%-32.0pp | 24.52%-32.6pp | 41.64%-49.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |