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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 | $18,123 | $142,392-87.3% | $119,622-84.8% | $134,532-86.5% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -29.74% | -12.46%-17.3pp | -14.98%-14.8pp | 418.27%-448.0pp |
| Employer contribution / active EE | $1,648 | $5,224-68.4% | $4,232-61.1% | $4,741-65.2% |
| Participant deferral / active EE | $6,611 | $6,467+2.2% | $5,601+18.0% | $6,401+3.3% |
| Admin fee / account holder | $138 | $13,593-99.0% | $10,328-98.7% | $11,429-98.8% |