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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 | $6,215 | $167,362-96.3% | $143,799-95.7% | $134,532-95.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -57.53% | 0.47%-58.0pp | -0.04%-57.5pp | 418.27%-475.8pp |
| Employer contribution / active EE | $1,996 | $5,620-64.5% | $4,952-59.7% | $4,741-57.9% |
| Participant deferral / active EE | $6,036 | $6,447-6.4% | $5,638+7.1% | $6,401-5.7% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |