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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 | $5,358 | $168,635-96.8% | $147,617-96.4% | $125,389-95.7% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -45.62% | 77.65%-123.3pp | 61.98%-107.6pp | 282.24%-327.9pp |
| Employer contribution / active EE | $2,144 | $6,252-65.7% | $5,564-61.5% | $4,866-55.9% |
| Participant deferral / active EE | $5,409 | $5,507-1.8% | $4,895+10.5% | $5,352+1.1% |
| Admin fee / account holder | $157 | $13,580-98.8% | $11,612-98.6% | $9,541-98.4% |