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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 | $9,962 | $127,096-92.2% | $105,736-90.6% | $135,380-92.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -66.25% | 4.49%-70.7pp | 6.27%-72.5pp | 519.81%-586.1pp |
| Employer contribution / active EE | $4,129 | $4,107+0.5% | $3,268+26.3% | $4,779-13.6% |
| Participant deferral / active EE | $5,390 | $5,064+6.4% | $4,080+32.1% | $5,609-3.9% |
| Admin fee / account holder | $29 | $9,087-99.7% | $6,913-99.6% | $10,828-99.7% |