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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 | $10,079 | $158,827-93.7% | $121,208-91.7% | $135,382-92.6% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.8%+18.2pp | 82.6%+7.4pp |
| Annual return | -40.52% | -0.64%-39.9pp | 16.93%-57.5pp | 519.77%-560.3pp |
| Employer contribution / active EE | $5,702 | $5,666+0.6% | $4,023+41.8% | $4,779+19.3% |
| Participant deferral / active EE | $3,163 | $4,006-21.0% | $3,345-5.4% | $5,609-43.6% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |