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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 | $19,611 | $142,392-86.2% | $119,622-83.6% | $134,532-85.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -20.77% | -12.46%-8.3pp | -14.98%-5.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,098 | $5,224-40.7% | $4,232-26.8% | $4,741-34.7% |
| Participant deferral / active EE | $5,489 | $6,467-15.1% | $5,601-2.0% | $6,401-14.2% |
| Admin fee / account holder | $24 | $13,593-99.8% | $10,328-99.8% | $11,429-99.8% |