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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 | $95,404-78.8% | $113,397-82.2% | $82,637-75.5% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | -8.04% | 19.08%-27.1pp | 23.20%-31.2pp | 53.51%-61.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |