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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 | $6,989 | $95,895-92.7% | $79,576-91.2% | $134,509-94.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -25.19% | -2.72%-22.5pp | 0.15%-25.3pp | 418.13%-443.3pp |
| Employer contribution / active EE | $3,096 | $3,128-1.0% | $2,413+28.3% | $4,741-34.7% |
| Participant deferral / active EE | $5,382 | $4,693+14.7% | $3,985+35.0% | $6,400-15.9% |
| Admin fee / account holder | $23 | $9,129-99.7% | $6,834-99.7% | $11,427-99.8% |