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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 | $12,039 | $41,377-70.9% | $109,313-89.0% | $62,881-80.9% |
| Participation rate | 97.9% | 57.5%+40.4pp | 71.3%+26.7pp | 69.3%+28.6pp |
| Annual return | -18.11% | 11.05%-29.2pp | 22.07%-40.2pp | 20.14%-38.3pp |
| Employer contribution / active EE | $6,250 | $1,276+389.8% | $3,892+60.6% | $2,281+174.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $166 | $2,884-94.2% | $5,666-97.1% | $4,296-96.1% |