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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 | $14,227 | $142,409-90.0% | $119,634-88.1% | $134,545-89.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -46.73% | -12.46%-34.3pp | -14.98%-31.8pp | 418.37%-465.1pp |
| Employer contribution / active EE | $7,713 | $5,224+47.6% | $4,232+82.2% | $4,742+62.7% |
| Participant deferral / active EE | $3,733 | $6,468-42.3% | $5,601-33.4% | $6,401-41.7% |
| Admin fee / account holder | $83 | $13,594-99.4% | $10,329-99.2% | $11,431-99.3% |