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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 | $14,064 | $138,076-89.8% | $123,553-88.6% | $135,380-89.6% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -25.41% | 153.70%-179.1pp | 119.21%-144.6pp | 519.81%-545.2pp |
| Employer contribution / active EE | $3,421 | $5,152-33.6% | $4,628-26.1% | $4,779-28.4% |
| Participant deferral / active EE | $6,696 | $6,800-1.5% | $6,426+4.2% | $5,609+19.4% |
| Admin fee / account holder | $177 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |