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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 | $8,751 | $100,811-91.3% | $86,698-89.9% | $134,545-93.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -28.86% | 29.11%-58.0pp | 35.96%-64.8pp | 418.37%-447.2pp |
| Employer contribution / active EE | $2,063 | $3,490-40.9% | $2,837-27.3% | $4,742-56.5% |
| Participant deferral / active EE | $4,323 | $5,339-19.0% | $4,656-7.2% | $6,401-32.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |