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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 | $13,473 | $167,353-91.9% | $143,797-90.6% | $134,545-90.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -22.54% | 0.48%-23.0pp | -0.04%-22.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $1,262 | $5,620-77.5% | $4,952-74.5% | $4,742-73.4% |
| Participant deferral / active EE | $3,557 | $6,447-44.8% | $5,638-36.9% | $6,401-44.4% |
| Admin fee / account holder | $178 | $18,096-99.0% | $14,679-98.8% | $11,431-98.4% |