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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 | $16,275 | $94,529-82.8% | $140,019-88.4% | $64,173-74.6% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.0pp | 69.6%+24.0pp |
| Annual return | -16.54% | 7.77%-24.3pp | 651.17%-667.7pp | 7.63%-24.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,452 | $5,250+137.2% | $6,927+79.8% | $3,470+258.9% |
| Admin fee / account holder | $106 | $6,741-98.4% | $10,705-99.0% | $4,887-97.8% |