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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 | $1,752 | $72,273-97.6% | $101,275-98.3% | $79,856-97.8% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | -9.46% | 22.30%-31.8pp | 46.48%-55.9pp | 31.71%-41.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |