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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 | $15,052 | $92,219-83.7% | $76,767-80.4% | $135,380-88.9% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -10.83% | 5.46%-16.3pp | 2.43%-13.3pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,810 | $3,216-43.7% | $2,485-27.2% | $4,779-62.1% |
| Participant deferral / active EE | $5,664 | $4,508+25.6% | $3,852+47.0% | $5,609+1.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |