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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 | $19,738 | $211,946-90.7% | $169,452-88.4% | $135,380-85.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -21.17% | 3.26%-24.4pp | 1.83%-23.0pp | 519.81%-541.0pp |
| Employer contribution / active EE | $1,376 | $5,117-73.1% | $4,157-66.9% | $4,779-71.2% |
| Participant deferral / active EE | $7,936 | $6,075+30.6% | $5,277+50.4% | $5,609+41.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |