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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 | $17,727 | $138,075-87.2% | $123,552-85.7% | $135,379-86.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -25.35% | 153.70%-179.1pp | 119.20%-144.6pp | 519.79%-545.1pp |
| Employer contribution / active EE | $4,666 | $5,152-9.4% | $4,628+0.8% | $4,779-2.4% |
| Participant deferral / active EE | $4,751 | $6,800-30.1% | $6,426-26.1% | $5,609-15.3% |
| Admin fee / account holder | $120 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |