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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 | $16,158 | $167,362-90.3% | $143,799-88.8% | $134,532-88.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.86% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,870 | $5,620-66.7% | $4,952-62.2% | $4,741-60.6% |
| Participant deferral / active EE | $5,771 | $6,447-10.5% | $5,638+2.3% | $6,401-9.8% |
| Admin fee / account holder | $26 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |