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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 | $15,557 | $138,076-88.7% | $123,553-87.4% | $135,380-88.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -14.18% | 153.70%-167.9pp | 119.21%-133.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $2,652 | $5,152-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $4,528 | $6,800-33.4% | $6,426-29.5% | $5,609-19.3% |
| Admin fee / account holder | $171 | $10,917-98.4% | $9,284-98.2% | $10,828-98.4% |