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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 | $17,201 | $167,522-89.7% | $151,639-88.7% | $134,532-87.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -27.86% | 7.81%-35.7pp | 3.34%-31.2pp | 418.27%-446.1pp |
| Employer contribution / active EE | $1,730 | $6,828-74.7% | $6,165-71.9% | $4,741-63.5% |
| Participant deferral / active EE | $9,396 | $8,986+4.6% | $8,363+12.4% | $6,401+46.8% |
| Admin fee / account holder | $79 | $13,780-99.4% | $11,613-99.3% | $11,429-99.3% |