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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 | $12,218 | $72,404-83.1% | $110,243-88.9% | $64,173-81.0% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.2pp |
| Annual return | -15.70% | -6.29%-9.4pp | 314.76%-330.5pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,653 | $2,282-27.6% | $3,827-56.8% | $2,381-30.6% |
| Participant deferral / active EE | $3,394 | $3,469-2.2% | $4,672-27.4% | $3,470-2.2% |
| Admin fee / account holder | $170 | $5,664-97.0% | $8,548-98.0% | $4,887-96.5% |