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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 | $14,639 | $95,979-84.7% | $74,551-80.4% | $135,380-89.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -16.59% | 56.97%-73.6pp | 32.53%-49.1pp | 519.81%-536.4pp |
| Employer contribution / active EE | $2,242 | $2,716-17.5% | $1,961+14.3% | $4,779-53.1% |
| Participant deferral / active EE | $6,166 | $3,844+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $117 | $6,522-98.2% | $5,059-97.7% | $10,828-98.9% |