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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 | $10,698 | $142,409-92.5% | $119,634-91.1% | $134,545-92.0% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -25.21% | -12.46%-12.7pp | -14.98%-10.2pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,275 | $5,224-56.5% | $4,232-46.3% | $4,742-52.0% |
| Participant deferral / active EE | $3,466 | $6,468-46.4% | $5,601-38.1% | $6,401-45.9% |
| Admin fee / account holder | $126 | $13,594-99.1% | $10,329-98.8% | $11,431-98.9% |