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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 | $5,456 | $63,365-91.4% | $91,994-94.1% | $72,976-92.5% |
| Participation rate | 95.1% | 72.5%+22.6pp | 78.6%+16.4pp | 69.5%+25.6pp |
| Annual return | -15.46% | 35.35%-50.8pp | 69.04%-84.5pp | 81.02%-96.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $119 | $4,670-97.4% | $7,744-98.5% | $5,124-97.7% |