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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 | $9,783 | $133,981-92.7% | $112,249-91.3% | $134,532-92.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -23.59% | 47.16%-70.7pp | 27.48%-51.1pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,049 | $4,040-49.3% | $3,636-43.6% | $4,741-56.8% |
| Participant deferral / active EE | $3,336 | $5,292-37.0% | $4,729-29.5% | $6,401-47.9% |
| Admin fee / account holder | $256 | $7,492-96.6% | $6,412-96.0% | $11,429-97.8% |