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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 | $12,410 | $167,533-92.6% | $151,645-91.8% | $134,545-90.8% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -24.57% | 7.81%-32.4pp | 3.34%-27.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,987 | $6,828-70.9% | $6,165-67.8% | $4,742-58.1% |
| Participant deferral / active EE | $4,693 | $8,985-47.8% | $8,363-43.9% | $6,401-26.7% |
| Admin fee / account holder | $239 | $13,781-98.3% | $11,614-97.9% | $11,431-97.9% |