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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 | $17,466 | $99,032-82.4% | $80,022-78.2% | $135,379-87.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -16.47% | 15.39%-31.9pp | 11.22%-27.7pp | 519.79%-536.3pp |
| Employer contribution / active EE | $2,475 | $3,043-18.7% | $2,468+0.3% | $4,779-48.2% |
| Participant deferral / active EE | $5,249 | $4,282+22.6% | $3,686+42.4% | $5,609-6.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |