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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 | $22,269 | $176,838-87.4% | $146,685-84.8% | $167,518-86.7% |
| Participation rate | 81.0% | 83.6%-2.7pp | 80.1%+0.9pp | 82.1%-1.2pp |
| Annual return | -11.37% | 24.04%-35.4pp | 22.75%-34.1pp | 478.71%-490.1pp |
| Employer contribution / active EE | $6,798 | $5,161+31.7% | $4,137+64.3% | $4,838+40.5% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $215 | $13,262-98.4% | $10,281-97.9% | $12,312-98.3% |