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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 | $19,763 | $138,075-85.7% | $123,552-84.0% | $135,379-85.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -14.76% | 153.70%-168.5pp | 119.20%-134.0pp | 519.79%-534.6pp |
| Employer contribution / active EE | $2,417 | $5,152-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $3,755 | $6,800-44.8% | $6,426-41.6% | $5,609-33.1% |
| Admin fee / account holder | $218 | $10,917-98.0% | $9,285-97.7% | $10,828-98.0% |