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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 | $7,164 | $90,467-92.1% | $93,759-92.4% | $134,532-94.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -27.19% | -15.72%-11.5pp | -11.33%-15.9pp | 418.27%-445.5pp |
| Employer contribution / active EE | $2,057 | $4,345-52.7% | $4,324-52.4% | $4,741-56.6% |
| Participant deferral / active EE | $3,194 | $5,980-46.6% | $6,096-47.6% | $6,401-50.1% |
| Admin fee / account holder | $49 | $9,258-99.5% | $7,197-99.3% | $11,429-99.6% |