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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 | $14,300 | $107,809-86.7% | $90,657-84.2% | $135,380-89.4% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -13.37% | -0.90%-12.5pp | 1.89%-15.3pp | 519.81%-533.2pp |
| Employer contribution / active EE | $2,259 | $3,018-25.1% | $2,532-10.8% | $4,779-52.7% |
| Participant deferral / active EE | $4,668 | $3,872+20.6% | $3,424+36.3% | $5,609-16.8% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |