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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 | $14,060 | $65,367-78.5% | $92,915-84.9% | $72,976-80.7% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | -48.06% | 42.11%-90.2pp | 109.45%-157.5pp | 81.02%-129.1pp |
| Employer contribution / active EE | $721 | $2,594-72.2% | $3,653-80.3% | $2,440-70.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $225 | $4,251-94.7% | $5,796-96.1% | $5,124-95.6% |