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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 | $17,722 | $167,352-89.4% | $143,788-87.7% | $134,509-86.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -33.11% | 0.47%-33.6pp | -0.03%-33.1pp | 418.13%-451.2pp |
| Employer contribution / active EE | $7,042 | $5,620+25.3% | $4,952+42.2% | $4,741+48.6% |
| Participant deferral / active EE | $5,779 | $6,447-10.4% | $5,638+2.5% | $6,400-9.7% |
| Admin fee / account holder | $4 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |