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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 | $70,458 | $433,437-83.7% | $415,992-83.1% | $479,618-85.3% |
| Participation rate | 80.0% | 91.5%-11.5pp | 89.9%-9.9pp | 89.3%-9.3pp |
| Annual return | -8.25% | -3.67%-4.6pp | -4.46%-3.8pp | 101.32%-109.6pp |
| Employer contribution / active EE | $3,308 | $19,293-82.9% | $19,238-82.8% | $22,484-85.3% |
| Participant deferral / active EE | $6,376 | $11,520-44.6% | $11,096-42.5% | $7,699-17.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,520-100.0% |