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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 | $10,051 | $138,076-92.7% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -19.62% | 153.70%-173.3pp | 119.21%-138.8pp | 519.81%-539.4pp |
| Employer contribution / active EE | $2,438 | $5,152-52.7% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $2,887 | $6,800-57.5% | $6,426-55.1% | $5,609-48.5% |
| Admin fee / account holder | $112 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |