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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 | $13,667 | $167,353-91.8% | $143,797-90.5% | $134,545-89.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -21.73% | 0.48%-22.2pp | -0.04%-21.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $2,587 | $5,620-54.0% | $4,952-47.8% | $4,742-45.4% |
| Participant deferral / active EE | $6,393 | $6,447-0.8% | $5,638+13.4% | $6,401-0.1% |
| Admin fee / account holder | $33 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |