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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 | $14,033 | $138,076-89.8% | $123,553-88.6% | $135,380-89.6% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -17.70% | 153.70%-171.4pp | 119.21%-136.9pp | 519.81%-537.5pp |
| Employer contribution / active EE | $2,393 | $5,152-53.6% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $6,317 | $6,800-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $89 | $10,917-99.2% | $9,284-99.0% | $10,828-99.2% |