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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 | $7,874 | $129,960-93.9% | $104,299-92.5% | $134,545-94.1% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -27.09% | 42.06%-69.1pp | 24.62%-51.7pp | 418.37%-445.5pp |
| Employer contribution / active EE | $2,880 | $4,186-31.2% | $3,373-14.6% | $4,742-39.3% |
| Participant deferral / active EE | $3,642 | $5,589-34.8% | $4,626-21.3% | $6,401-43.1% |
| Admin fee / account holder | $10 | $9,324-99.9% | $7,339-99.9% | $11,431-99.9% |