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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 | $20,567 | $167,533-87.7% | $151,645-86.4% | $134,545-84.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -53.85% | 7.81%-61.7pp | 3.34%-57.2pp | 418.37%-472.2pp |
| Employer contribution / active EE | $12,439 | $6,828+82.2% | $6,165+101.8% | $4,742+162.3% |
| Participant deferral / active EE | $8,112 | $8,985-9.7% | $8,363-3.0% | $6,401+26.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |