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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 | $8,925 | $167,362-94.7% | $143,799-93.8% | $134,532-93.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -38.52% | 0.47%-39.0pp | -0.04%-38.5pp | 418.27%-456.8pp |
| Employer contribution / active EE | $5,409 | $5,620-3.8% | $4,952+9.2% | $4,741+14.1% |
| Participant deferral / active EE | $2,422 | $6,447-62.4% | $5,638-57.0% | $6,401-62.2% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |