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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 | $15,287 | $167,362-90.9% | $143,799-89.4% | $134,532-88.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -25.52% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $1,704 | $5,620-69.7% | $4,952-65.6% | $4,741-64.1% |
| Participant deferral / active EE | $5,209 | $6,447-19.2% | $5,638-7.6% | $6,401-18.6% |
| Admin fee / account holder | $23 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |