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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 | $6,546 | $109,359-94.0% | $162,185-96.0% | $72,976-91.0% |
| Participation rate | 76.3% | 84.3%-7.9pp | 87.6%-11.2pp | 69.5%+6.8pp |
| Annual return | -4.35% | 25.46%-29.8pp | 115.61%-120.0pp | 81.02%-85.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |