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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 | $19,021 | $138,076-86.2% | $123,553-84.6% | $135,380-86.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -13.56% | 153.70%-167.3pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $3,222 | $5,152-37.5% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $5,618 | $6,800-17.4% | $6,426-12.6% | $5,609+0.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |