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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 | $15,210 | $138,075-89.0% | $123,552-87.7% | $135,379-88.8% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -17.65% | 153.70%-171.4pp | 119.20%-136.9pp | 519.79%-537.4pp |
| Employer contribution / active EE | $2,187 | $5,152-57.6% | $4,628-52.8% | $4,779-54.2% |
| Participant deferral / active EE | $3,717 | $6,800-45.3% | $6,426-42.2% | $5,609-33.7% |
| Admin fee / account holder | $106 | $10,917-99.0% | $9,285-98.9% | $10,828-99.0% |