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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 | $6,793 | $77,816-91.3% | $123,552-94.5% | $64,173-89.4% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -30.64% | 12.49%-43.1pp | 119.20%-149.8pp | 7.63%-38.3pp |
| Employer contribution / active EE | $1,676 | $3,014-44.4% | $4,628-63.8% | $2,381-29.6% |
| Participant deferral / active EE | $3,076 | $5,240-41.3% | $6,426-52.1% | $3,470-11.3% |
| Admin fee / account holder | $157 | $5,519-97.2% | $9,285-98.3% | $4,887-96.8% |