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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 | $15,237 | $142,392-89.3% | $119,622-87.3% | $134,532-88.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -22.35% | -12.46%-9.9pp | -14.98%-7.4pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,634 | $5,224-68.7% | $4,232-61.4% | $4,741-65.5% |
| Participant deferral / active EE | $6,277 | $6,467-2.9% | $5,601+12.1% | $6,401-1.9% |
| Admin fee / account holder | $288 | $13,593-97.9% | $10,328-97.2% | $11,429-97.5% |