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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 | $13,528 | $167,353-91.9% | $143,797-90.6% | $134,545-89.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -50.15% | 0.48%-50.6pp | -0.04%-50.1pp | 418.37%-468.5pp |
| Employer contribution / active EE | $13,313 | $5,620+136.9% | $4,952+168.8% | $4,742+180.8% |
| Participant deferral / active EE | $6,189 | $6,447-4.0% | $5,638+9.8% | $6,401-3.3% |
| Admin fee / account holder | $119 | $18,096-99.3% | $14,679-99.2% | $11,431-99.0% |