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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 | $14,530 | $167,352-91.3% | $143,788-89.9% | $134,509-89.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.62% | 0.47%-27.1pp | -0.03%-26.6pp | 418.13%-444.8pp |
| Employer contribution / active EE | $1,882 | $5,620-66.5% | $4,952-62.0% | $4,741-60.3% |
| Participant deferral / active EE | $5,706 | $6,447-11.5% | $5,638+1.2% | $6,400-10.9% |
| Admin fee / account holder | $129 | $18,091-99.3% | $14,675-99.1% | $11,427-98.9% |