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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 | $16,128 | $138,076-88.3% | $123,553-86.9% | $135,380-88.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -23.03% | 153.70%-176.7pp | 119.21%-142.2pp | 519.81%-542.8pp |
| Employer contribution / active EE | $1,991 | $5,152-61.3% | $4,628-57.0% | $4,779-58.3% |
| Participant deferral / active EE | $8,151 | $6,800+19.9% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $215 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |