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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 | $12,193 | $138,075-91.2% | $123,552-90.1% | $135,379-91.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -16.90% | 153.70%-170.6pp | 119.20%-136.1pp | 519.79%-536.7pp |
| Employer contribution / active EE | $2,047 | $5,152-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $4,861 | $6,800-28.5% | $6,426-24.4% | $5,609-13.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |