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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 | $14,653 | $167,353-91.2% | $143,797-89.8% | $134,545-89.1% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -20.47% | 0.48%-21.0pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,520 | $5,620-73.0% | $4,952-69.3% | $4,742-67.9% |
| Participant deferral / active EE | $3,808 | $6,447-40.9% | $5,638-32.5% | $6,401-40.5% |
| Admin fee / account holder | $55 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |