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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 | $4,388 | $129,959-96.6% | $104,301-95.8% | $134,532-96.7% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -44.99% | 42.04%-87.0pp | 24.61%-69.6pp | 418.27%-463.3pp |
| Employer contribution / active EE | $1,668 | $4,185-60.2% | $3,373-50.6% | $4,741-64.8% |
| Participant deferral / active EE | $2,444 | $5,589-56.3% | $4,626-47.2% | $6,401-61.8% |
| Admin fee / account holder | $5 | $9,325-100.0% | $7,340-99.9% | $11,429-100.0% |