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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 | $10,584 | $138,076-92.3% | $123,553-91.4% | $135,380-92.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -33.82% | 153.70%-187.5pp | 119.21%-153.0pp | 519.81%-553.6pp |
| Employer contribution / active EE | $3,095 | $5,152-39.9% | $4,628-33.1% | $4,779-35.2% |
| Participant deferral / active EE | $6,109 | $6,800-10.2% | $6,426-4.9% | $5,609+8.9% |
| Admin fee / account holder | $161 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |