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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 | $14,641 | $142,361-89.7% | $119,608-87.8% | $134,509-89.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -23.06% | -12.46%-10.6pp | -14.98%-8.1pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,407 | $5,224-53.9% | $4,232-43.1% | $4,741-49.2% |
| Participant deferral / active EE | $7,028 | $6,468+8.6% | $5,601+25.5% | $6,400+9.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |