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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 | $13,091 | $45,438-71.2% | $80,004-83.6% | $59,633-78.0% |
| Participation rate | 92.3% | 63.7%+28.6pp | 73.0%+19.3pp | 68.7%+23.6pp |
| Annual return | -9.61% | 5.10%-14.7pp | 7.63%-17.2pp | 2041.45%-2051.1pp |
| Employer contribution / active EE | $5,526 | $1,236+347.2% | $2,473+123.5% | $2,203+150.9% |
| Participant deferral / active EE | $3,630 | $2,231+62.7% | $3,204+13.3% | $3,192+13.7% |
| Admin fee / account holder | $220 | $3,464-93.7% | $5,033-95.6% | $4,297-94.9% |