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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 | $23,280 | $113,941-79.6% | $94,229-75.3% | $125,389-81.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -12.37% | 5.29%-17.7pp | 10.68%-23.1pp | 282.24%-294.6pp |
| Employer contribution / active EE | $10,429 | $4,727+120.6% | $3,587+190.8% | $4,866+114.3% |
| Participant deferral / active EE | $6,761 | $5,179+30.5% | $4,320+56.5% | $5,352+26.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |