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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 | $16,867 | $100,811-83.3% | $86,698-80.5% | $134,545-87.5% |
| Participation rate | 76.2% | 79.0%-2.8pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -24.43% | 29.11%-53.5pp | 35.96%-60.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $2,477 | $3,490-29.0% | $2,837-12.7% | $4,742-47.8% |
| Participant deferral / active EE | $6,607 | $5,339+23.7% | $4,656+41.9% | $6,401+3.2% |
| Admin fee / account holder | $85 | $10,926-99.2% | $7,492-98.9% | $11,431-99.3% |