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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 | $13,597 | $167,362-91.9% | $143,799-90.5% | $134,532-89.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -25.46% | 0.47%-25.9pp | -0.04%-25.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $5,899 | $5,620+5.0% | $4,952+19.1% | $4,741+24.4% |
| Participant deferral / active EE | $3,524 | $6,447-45.3% | $5,638-37.5% | $6,401-44.9% |
| Admin fee / account holder | $158 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |