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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 | $8,245 | $158,852-94.8% | $121,220-93.2% | $135,380-93.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -60.89% | -0.64%-60.3pp | 16.94%-77.8pp | 519.81%-580.7pp |
| Employer contribution / active EE | $2,641 | $5,666-53.4% | $4,023-34.3% | $4,779-44.7% |
| Participant deferral / active EE | $5,831 | $4,006+45.6% | $3,345+74.3% | $5,609+4.0% |
| Admin fee / account holder | $164 | $6,515-97.5% | $5,021-96.7% | $10,828-98.5% |