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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 | $14,056 | $95,975-85.4% | $74,552-81.1% | $135,377-89.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -17.04% | 56.96%-74.0pp | 32.53%-49.6pp | 519.75%-536.8pp |
| Employer contribution / active EE | $6,137 | $2,716+125.9% | $1,961+213.0% | $4,779+28.4% |
| Participant deferral / active EE | $4,224 | $3,843+9.9% | $3,108+35.9% | $5,609-24.7% |
| Admin fee / account holder | $57 | $6,522-99.1% | $5,060-98.9% | $10,828-99.5% |