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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 | $13,379 | $211,946-93.7% | $169,452-92.1% | $135,379-90.1% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -21.30% | 3.26%-24.6pp | 1.83%-23.1pp | 519.79%-541.1pp |
| Employer contribution / active EE | $2,407 | $5,117-53.0% | $4,157-42.1% | $4,779-49.6% |
| Participant deferral / active EE | $7,799 | $6,075+28.4% | $5,277+47.8% | $5,609+39.0% |
| Admin fee / account holder | $89 | $11,472-99.2% | $9,110-99.0% | $10,828-99.2% |