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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 | $10,933 | $167,362-93.5% | $143,799-92.4% | $134,532-91.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.98% | 0.47%-22.4pp | -0.04%-21.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,419 | $5,620-74.8% | $4,952-71.4% | $4,741-70.1% |
| Participant deferral / active EE | $5,000 | $6,447-22.4% | $5,638-11.3% | $6,401-21.9% |
| Admin fee / account holder | $165 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |