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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 | $12,412 | $142,409-91.3% | $119,634-89.6% | $134,545-90.8% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.8pp | 81.2%+12.9pp |
| Annual return | -20.24% | -12.46%-7.8pp | -14.98%-5.3pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,617 | $5,224-49.9% | $4,232-38.2% | $4,742-44.8% |
| Participant deferral / active EE | $5,064 | $6,468-21.7% | $5,601-9.6% | $6,401-20.9% |
| Admin fee / account holder | $276 | $13,594-98.0% | $10,329-97.3% | $11,431-97.6% |