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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 | $23,679 | $167,522-85.9% | $151,639-84.4% | $134,532-82.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -29.61% | 7.81%-37.4pp | 3.34%-32.9pp | 418.27%-447.9pp |
| Employer contribution / active EE | $6,362 | $6,828-6.8% | $6,165+3.2% | $4,741+34.2% |
| Participant deferral / active EE | $6,340 | $8,986-29.4% | $8,363-24.2% | $6,401-1.0% |
| Admin fee / account holder | $2 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |