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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 | $18,341 | $138,072-86.7% | $123,549-85.2% | $135,382-86.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -28.61% | 153.69%-182.3pp | 119.20%-147.8pp | 519.77%-548.4pp |
| Employer contribution / active EE | $2,873 | $5,152-44.2% | $4,628-37.9% | $4,779-39.9% |
| Participant deferral / active EE | $8,122 | $6,799+19.5% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |