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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 | $16,471 | $92,219-82.1% | $76,768-78.5% | $135,379-87.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -27.10% | 5.46%-32.6pp | 2.43%-29.5pp | 519.79%-546.9pp |
| Employer contribution / active EE | $2,397 | $3,216-25.5% | $2,485-3.5% | $4,779-49.8% |
| Participant deferral / active EE | $10,161 | $4,508+125.4% | $3,852+163.8% | $5,609+81.2% |
| Admin fee / account holder | $81 | $10,749-99.3% | $6,675-98.8% | $10,828-99.3% |