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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 | $9,409 | $142,361-93.4% | $119,608-92.1% | $134,509-93.0% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -28.32% | -12.46%-15.9pp | -14.98%-13.3pp | 418.13%-446.5pp |
| Employer contribution / active EE | $2,047 | $5,224-60.8% | $4,232-51.6% | $4,741-56.8% |
| Participant deferral / active EE | $3,778 | $6,468-41.6% | $5,601-32.5% | $6,400-41.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |