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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 | $21,581 | $167,504-87.1% | $151,628-85.8% | $134,509-84.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -26.04% | 7.81%-33.8pp | 3.34%-29.4pp | 418.13%-444.2pp |
| Employer contribution / active EE | $2,194 | $6,828-67.9% | $6,165-64.4% | $4,741-53.7% |
| Participant deferral / active EE | $4,225 | $8,985-53.0% | $8,363-49.5% | $6,400-34.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |