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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 | $9,478 | $138,102-93.1% | $125,381-92.4% | $134,532-93.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -29.16% | 750.73%-779.9pp | 572.31%-601.5pp | 418.27%-447.4pp |
| Employer contribution / active EE | $2,156 | $5,245-58.9% | $4,815-55.2% | $4,741-54.5% |
| Participant deferral / active EE | $4,263 | $7,801-45.4% | $7,448-42.8% | $6,401-33.4% |
| Admin fee / account holder | $56 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |