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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 | $562 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 86.7% | 64.7%+22.0pp | 57.0%+29.6pp | 80.7%+6.0pp |
| Annual return | -16.14% | 28.25%-44.4pp | 29.72%-45.9pp | 172.34%-188.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $212 | $3,843-94.5% | $3,357-93.7% | $14,365-98.5% |