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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 | $5,915 | $97,020-93.9% | $83,327-92.9% | $135,380-95.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -46.33% | 12.31%-58.6pp | 10.64%-57.0pp | 519.81%-566.1pp |
| Employer contribution / active EE | $2,379 | $4,144-42.6% | $3,379-29.6% | $4,779-50.2% |
| Participant deferral / active EE | $2,283 | $5,964-61.7% | $5,565-59.0% | $5,609-59.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |