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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 | $16,573 | $138,076-88.0% | $123,553-86.6% | $135,380-87.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.25% | 153.70%-162.9pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,081 | $5,152-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $6,701 | $6,800-1.5% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $70 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |