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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 | $11,158 | $211,946-94.7% | $169,452-93.4% | $135,380-91.8% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -28.42% | 3.26%-31.7pp | 1.83%-30.3pp | 519.81%-548.2pp |
| Employer contribution / active EE | $1,221 | $5,117-76.1% | $4,157-70.6% | $4,779-74.4% |
| Participant deferral / active EE | $6,165 | $6,075+1.5% | $5,277+16.8% | $5,609+9.9% |
| Admin fee / account holder | $98 | $11,472-99.1% | $9,110-98.9% | $10,828-99.1% |