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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 | $11,839 | $138,076-91.4% | $123,553-90.4% | $135,380-91.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -25.07% | 153.70%-178.8pp | 119.21%-144.3pp | 519.81%-544.9pp |
| Employer contribution / active EE | $2,710 | $5,152-47.4% | $4,628-41.4% | $4,779-43.3% |
| Participant deferral / active EE | $7,541 | $6,800+10.9% | $6,426+17.4% | $5,609+34.4% |
| Admin fee / account holder | $234 | $10,917-97.9% | $9,284-97.5% | $10,828-97.8% |