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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 | $5,913 | $142,409-95.8% | $119,634-95.1% | $134,545-95.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -53.98% | -12.46%-41.5pp | -14.98%-39.0pp | 418.37%-472.3pp |
| Employer contribution / active EE | $3,396 | $5,224-35.0% | $4,232-19.8% | $4,742-28.4% |
| Participant deferral / active EE | $3,240 | $6,468-49.9% | $5,601-42.2% | $6,401-49.4% |
| Admin fee / account holder | $62 | $13,594-99.5% | $10,329-99.4% | $11,431-99.5% |