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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 | $17,709 | $138,075-87.2% | $123,552-85.7% | $135,379-86.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -20.14% | 153.70%-173.8pp | 119.20%-139.3pp | 519.79%-539.9pp |
| Employer contribution / active EE | $3,930 | $5,152-23.7% | $4,628-15.1% | $4,779-17.8% |
| Participant deferral / active EE | $7,513 | $6,800+10.5% | $6,426+16.9% | $5,609+33.9% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |