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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 | $12,571 | $95,979-86.9% | $74,551-83.1% | $135,380-90.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -26.45% | 56.97%-83.4pp | 32.53%-59.0pp | 519.81%-546.3pp |
| Employer contribution / active EE | $1,718 | $2,716-36.8% | $1,961-12.4% | $4,779-64.1% |
| Participant deferral / active EE | $5,500 | $3,844+43.1% | $3,108+76.9% | $5,609-1.9% |
| Admin fee / account holder | $79 | $6,522-98.8% | $5,059-98.4% | $10,828-99.3% |