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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 | $11,854 | $138,076-91.4% | $123,553-90.4% | $135,380-91.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -25.80% | 153.70%-179.5pp | 119.21%-145.0pp | 519.81%-545.6pp |
| Employer contribution / active EE | $2,194 | $5,152-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $5,661 | $6,800-16.7% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |