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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 | $12,010 | $138,076-91.3% | $123,553-90.3% | $135,380-91.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -17.09% | 153.70%-170.8pp | 119.21%-136.3pp | 519.81%-536.9pp |
| Employer contribution / active EE | $2,719 | $5,152-47.2% | $4,628-41.3% | $4,779-43.1% |
| Participant deferral / active EE | $6,326 | $6,800-7.0% | $6,426-1.6% | $5,609+12.8% |
| Admin fee / account holder | $67 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |