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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 | $12,981 | $142,361-90.9% | $119,608-89.1% | $134,509-90.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -29.16% | -12.46%-16.7pp | -14.98%-14.2pp | 418.13%-447.3pp |
| Employer contribution / active EE | $2,440 | $5,224-53.3% | $4,232-42.3% | $4,741-48.5% |
| Participant deferral / active EE | $3,942 | $6,468-39.1% | $5,601-29.6% | $6,400-38.4% |
| Admin fee / account holder | $14 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |