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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 | $17,705 | $142,392-87.6% | $119,622-85.2% | $134,532-86.8% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -26.06% | -12.46%-13.6pp | -14.98%-11.1pp | 418.27%-444.3pp |
| Employer contribution / active EE | $1,386 | $5,224-73.5% | $4,232-67.3% | $4,741-70.8% |
| Participant deferral / active EE | $2,724 | $6,467-57.9% | $5,601-51.4% | $6,401-57.4% |
| Admin fee / account holder | $68 | $13,593-99.5% | $10,328-99.3% | $11,429-99.4% |