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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 | $10,763 | $167,362-93.6% | $143,799-92.5% | $134,532-92.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.12% | 0.47%-25.6pp | -0.04%-25.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $4,576 | $5,620-18.6% | $4,952-7.6% | $4,741-3.5% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-35.9% |
| Admin fee / account holder | $78 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |