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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 | $10,725 | $148,623-92.8% | $135,974-92.1% | $139,466-92.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -91.98% | 79.30%-171.3pp | 68.30%-160.3pp | 373.66%-465.6pp |
| Employer contribution / active EE | $2,904 | $5,246-44.6% | $4,859-40.2% | $4,754-38.9% |
| Participant deferral / active EE | $5,384 | $8,103-33.5% | $7,760-30.6% | $6,712-19.8% |
| Admin fee / account holder | $225 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |