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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 | $4,672 | $103,949-95.5% | $69,182-93.2% | $273,972-98.3% |
| Participation rate | 81.0% | 67.4%+13.6pp | 55.1%+25.8pp | 83.0%-2.1pp |
| Annual return | -4.46% | 35.28%-39.7pp | -21.93%+17.5pp | 41.46%-45.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |