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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 | $19,488 | $138,075-85.9% | $123,552-84.2% | $135,379-85.6% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -13.97% | 153.70%-167.7pp | 119.20%-133.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $3,974 | $5,152-22.9% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $9,769 | $6,800+43.7% | $6,426+52.0% | $5,609+74.2% |
| Admin fee / account holder | $95 | $10,917-99.1% | $9,285-99.0% | $10,828-99.1% |