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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 | $14,760 | $138,075-89.3% | $123,552-88.1% | $135,379-89.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -18.55% | 153.70%-172.2pp | 119.20%-137.7pp | 519.79%-538.3pp |
| Employer contribution / active EE | $1,581 | $5,152-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $5,643 | $6,800-17.0% | $6,426-12.2% | $5,609+0.6% |
| Admin fee / account holder | $81 | $10,917-99.3% | $9,285-99.1% | $10,828-99.2% |