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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 | $4,634 | $142,392-96.7% | $119,622-96.1% | $134,532-96.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -41.38% | -12.46%-28.9pp | -14.98%-26.4pp | 418.27%-459.6pp |
| Employer contribution / active EE | $1,314 | $5,224-74.9% | $4,232-69.0% | $4,741-72.3% |
| Participant deferral / active EE | $2,489 | $6,467-61.5% | $5,601-55.5% | $6,401-61.1% |
| Admin fee / account holder | $157 | $13,593-98.8% | $10,328-98.5% | $11,429-98.6% |