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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 | $13,354 | $167,353-92.0% | $143,797-90.7% | $134,545-90.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -24.80% | 0.48%-25.3pp | -0.04%-24.8pp | 418.37%-443.2pp |
| Employer contribution / active EE | $1,889 | $5,620-66.4% | $4,952-61.9% | $4,742-60.2% |
| Participant deferral / active EE | $7,719 | $6,447+19.7% | $5,638+36.9% | $6,401+20.6% |
| Admin fee / account holder | $84 | $18,096-99.5% | $14,679-99.4% | $11,431-99.3% |