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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 | $6,513 | $133,981-95.1% | $112,249-94.2% | $134,532-95.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -212.48% | 47.16%-259.6pp | 27.48%-240.0pp | 418.27%-630.7pp |
| Employer contribution / active EE | $2,075 | $4,040-48.6% | $3,636-42.9% | $4,741-56.2% |
| Participant deferral / active EE | $3,478 | $5,292-34.3% | $4,729-26.4% | $6,401-45.7% |
| Admin fee / account holder | $222 | $7,492-97.0% | $6,412-96.5% | $11,429-98.1% |