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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 | $17,371 | $167,352-89.6% | $143,788-87.9% | $134,509-87.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.97% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,315 | $5,620-58.8% | $4,952-53.3% | $4,741-51.2% |
| Participant deferral / active EE | $5,571 | $6,447-13.6% | $5,638-1.2% | $6,400-13.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |