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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 | $12,637 | $97,020-87.0% | $83,322-84.8% | $135,379-90.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -10.96% | 12.31%-23.3pp | 10.64%-21.6pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,008 | $4,144-75.7% | $3,379-70.2% | $4,779-78.9% |
| Participant deferral / active EE | $2,128 | $5,964-64.3% | $5,565-61.8% | $5,609-62.1% |
| Admin fee / account holder | $204 | $8,426-97.6% | $7,540-97.3% | $10,828-98.1% |