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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 | $9,529 | $105,867-91.0% | $90,760-89.5% | $134,532-92.9% |
| Participation rate | 81.3% | 78.3%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -33.20% | -10.99%-22.2pp | -12.16%-21.0pp | 418.27%-451.5pp |
| Employer contribution / active EE | $2,425 | $3,464-30.0% | $2,922-17.0% | $4,741-48.9% |
| Participant deferral / active EE | $5,474 | $5,217+4.9% | $4,565+19.9% | $6,401-14.5% |
| Admin fee / account holder | $104 | $13,936-99.3% | $8,444-98.8% | $11,429-99.1% |