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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 | $15,293 | $100,792-84.8% | $86,691-82.4% | $134,509-88.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -21.56% | 29.08%-50.6pp | 35.94%-57.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,882 | $3,491-46.1% | $2,837-33.7% | $4,741-60.3% |
| Participant deferral / active EE | $4,714 | $5,339-11.7% | $4,656+1.2% | $6,400-26.3% |
| Admin fee / account holder | $17 | $10,924-99.8% | $7,492-99.8% | $11,427-99.8% |