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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 | $12,332 | $92,219-86.6% | $76,767-83.9% | $135,380-90.9% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -10.99% | 5.46%-16.4pp | 2.43%-13.4pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,386 | $3,216-56.9% | $2,485-44.2% | $4,779-71.0% |
| Participant deferral / active EE | $2,812 | $4,508-37.6% | $3,852-27.0% | $5,609-49.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |