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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 | $12,677 | $167,353-92.4% | $143,797-91.2% | $134,545-90.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -22.64% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $2,487 | $5,620-55.7% | $4,952-49.8% | $4,742-47.5% |
| Participant deferral / active EE | $6,962 | $6,447+8.0% | $5,638+23.5% | $6,401+8.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |