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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 | $11,085 | $134,001-91.7% | $112,258-90.1% | $134,509-91.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -23.15% | 47.15%-70.3pp | 27.47%-50.6pp | 418.13%-441.3pp |
| Employer contribution / active EE | $3,225 | $4,039-20.2% | $3,636-11.3% | $4,741-32.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $114 | $7,491-98.5% | $6,411-98.2% | $11,427-99.0% |