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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 | $10,385 | $100,805-89.7% | $86,698-88.0% | $134,532-92.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -33.61% | 29.09%-62.7pp | 35.95%-69.6pp | 418.27%-451.9pp |
| Employer contribution / active EE | $1,573 | $3,490-54.9% | $2,837-44.6% | $4,741-66.8% |
| Participant deferral / active EE | $4,638 | $5,339-13.1% | $4,656-0.4% | $6,401-27.5% |
| Admin fee / account holder | $36 | $10,925-99.7% | $7,493-99.5% | $11,429-99.7% |