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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 | $11,845 | $87,705-86.5% | $63,517-81.4% | $125,393-90.6% |
| Participation rate | 83.3% | 77.0%+6.3pp | 71.0%+12.3pp | 83.2%+0.1pp |
| Annual return | -5.09% | 21.70%-26.8pp | -70.30%+65.2pp | 282.23%-287.3pp |
| Employer contribution / active EE | $753 | $3,601-79.1% | $2,322-67.6% | $4,866-84.5% |
| Participant deferral / active EE | $4,444 | $3,939+12.8% | $2,953+50.5% | $5,351-17.0% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |