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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 | $15,010 | $167,362-91.0% | $143,799-89.6% | $134,532-88.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -21.00% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,306 | $5,620-76.8% | $4,952-73.6% | $4,741-72.5% |
| Participant deferral / active EE | $5,327 | $6,447-17.4% | $5,638-5.5% | $6,401-16.8% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |