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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 | $11,051 | $138,076-92.0% | $123,553-91.1% | $135,380-91.8% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -13.59% | 153.70%-167.3pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,529 | $5,152-70.3% | $4,628-67.0% | $4,779-68.0% |
| Participant deferral / active EE | $2,920 | $6,800-57.1% | $6,426-54.6% | $5,609-47.9% |
| Admin fee / account holder | $59 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |