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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 | $7,526 | $138,072-94.5% | $123,549-93.9% | $135,382-94.4% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -18.60% | 153.69%-172.3pp | 119.20%-137.8pp | 519.77%-538.4pp |
| Employer contribution / active EE | $1,549 | $5,152-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $2,506 | $6,799-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,284-99.5% | $10,829-99.6% |