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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 | $6,183 | $57,352-89.2% | $83,831-92.6% | $64,173-90.4% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+21.9pp | 69.6%+28.5pp |
| Annual return | -10.69% | 11.38%-22.1pp | 850.99%-861.7pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |