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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 | $7,734 | $81,840-90.5% | $63,412-87.8% | $125,388-93.8% |
| Participation rate | 70.0% | 73.0%-3.0pp | 67.1%+2.9pp | 83.2%-13.2pp |
| Annual return | -38.89% | -0.10%-38.8pp | 4.04%-42.9pp | 282.24%-321.1pp |
| Employer contribution / active EE | $1,609 | $2,377-32.3% | $1,814-11.3% | $4,866-66.9% |
| Participant deferral / active EE | $4,516 | $3,064+47.4% | $2,496+81.0% | $5,352-15.6% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |