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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 | $9,526 | $90,467-89.5% | $93,759-89.8% | $134,532-92.9% |
| Participation rate | 72.7% | 82.0%-9.3pp | 81.0%-8.2pp | 81.2%-8.5pp |
| Annual return | -29.12% | -15.72%-13.4pp | -11.33%-17.8pp | 418.27%-447.4pp |
| Employer contribution / active EE | $2,180 | $4,345-49.8% | $4,324-49.6% | $4,741-54.0% |
| Participant deferral / active EE | $3,075 | $5,980-48.6% | $6,096-49.6% | $6,401-52.0% |
| Admin fee / account holder | $91 | $9,258-99.0% | $7,197-98.7% | $11,429-99.2% |