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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 | $8,824 | $167,352-94.7% | $143,788-93.9% | $134,509-93.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -24.96% | 0.47%-25.4pp | -0.03%-24.9pp | 418.13%-443.1pp |
| Employer contribution / active EE | $2,134 | $5,620-62.0% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $2,493 | $6,447-61.3% | $5,638-55.8% | $6,400-61.1% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |