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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 | $13,917 | $57,350-75.7% | $83,850-83.4% | $64,181-78.3% |
| Participation rate | 72.0% | 68.6%+3.4pp | 76.1%-4.1pp | 69.6%+2.4pp |
| Annual return | -8.97% | 11.38%-20.3pp | 850.92%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,926 | $2,993-35.6% | $4,082-52.8% | $3,470-44.5% |
| Admin fee / account holder | $188 | $4,046-95.4% | $5,478-96.6% | $4,887-96.2% |