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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 | $15,412 | $167,533-90.8% | $151,645-89.8% | $134,545-88.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -26.31% | 7.81%-34.1pp | 3.34%-29.6pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,904 | $6,828-57.5% | $6,165-52.9% | $4,742-38.8% |
| Participant deferral / active EE | $7,642 | $8,985-14.9% | $8,363-8.6% | $6,401+19.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |