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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 | $23,006 | $167,533-86.3% | $151,645-84.8% | $134,545-82.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -32.80% | 7.81%-40.6pp | 3.34%-36.1pp | 418.37%-451.2pp |
| Employer contribution / active EE | $7,557 | $6,828+10.7% | $6,165+22.6% | $4,742+59.4% |
| Participant deferral / active EE | $6,792 | $8,985-24.4% | $8,363-18.8% | $6,401+6.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |