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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 | $18,719 | $92,219-79.7% | $76,768-75.6% | $135,379-86.2% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -11.37% | 5.46%-16.8pp | 2.43%-13.8pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,573 | $3,216-51.1% | $2,485-36.7% | $4,779-67.1% |
| Participant deferral / active EE | $1,979 | $4,508-56.1% | $3,852-48.6% | $5,609-64.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |