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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 | $15,457 | $95,975-83.9% | $74,549-79.3% | $135,379-88.6% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -9.72% | 56.96%-66.7pp | 32.53%-42.3pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,686 | $2,716-37.9% | $1,961-14.0% | $4,779-64.7% |
| Participant deferral / active EE | $2,655 | $3,844-30.9% | $3,108-14.6% | $5,609-52.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |