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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 | $8,570 | $167,362-94.9% | $143,799-94.0% | $134,532-93.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -80.56% | 0.47%-81.0pp | -0.04%-80.5pp | 418.27%-498.8pp |
| Employer contribution / active EE | $2,768 | $5,620-50.8% | $4,952-44.1% | $4,741-41.6% |
| Participant deferral / active EE | $3,589 | $6,447-44.3% | $5,638-36.4% | $6,401-43.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |