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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 | $19,896 | $138,076-85.6% | $123,553-83.9% | $135,380-85.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -10.14% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,903 | $5,152-63.1% | $4,628-58.9% | $4,779-60.2% |
| Participant deferral / active EE | $5,744 | $6,800-15.5% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $66 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |