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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 | $17,465 | $92,219-81.1% | $76,767-77.2% | $135,380-87.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -20.32% | 5.46%-25.8pp | 2.43%-22.7pp | 519.81%-540.1pp |
| Employer contribution / active EE | $2,017 | $3,216-37.3% | $2,485-18.8% | $4,779-57.8% |
| Participant deferral / active EE | $6,638 | $4,508+47.2% | $3,852+72.3% | $5,609+18.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |