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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 | $15,353 | $92,219-83.4% | $76,768-80.0% | $135,379-88.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -20.90% | 5.46%-26.4pp | 2.43%-23.3pp | 519.79%-540.7pp |
| Employer contribution / active EE | $2,145 | $3,216-33.3% | $2,485-13.7% | $4,779-55.1% |
| Participant deferral / active EE | $5,270 | $4,508+16.9% | $3,852+36.8% | $5,609-6.0% |
| Admin fee / account holder | $250 | $10,749-97.7% | $6,675-96.3% | $10,828-97.7% |