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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 | $16,068 | $138,076-88.4% | $123,553-87.0% | $135,380-88.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -12.78% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $6,878 | $5,152+33.5% | $4,628+48.6% | $4,779+43.9% |
| Participant deferral / active EE | $8,252 | $6,800+21.4% | $6,426+28.4% | $5,609+47.1% |
| Admin fee / account holder | $163 | $10,917-98.5% | $9,284-98.2% | $10,828-98.5% |