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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 | $18,609 | $93,346-80.1% | $71,796-74.1% | $273,972-93.2% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | -4.54% | 130.39%-134.9pp | 78.04%-82.6pp | 41.46%-46.0pp |
| Employer contribution / active EE | $1,867 | $2,733-31.7% | $1,924-3.0% | $4,869-61.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |