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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 | $20,229 | $138,076-85.3% | $123,553-83.6% | $135,380-85.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.65% | 153.70%-165.3pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,414 | $5,152-72.6% | $4,628-69.4% | $4,779-70.4% |
| Participant deferral / active EE | $8,352 | $6,800+22.8% | $6,426+30.0% | $5,609+48.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |