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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 | $5,657 | $78,694-92.8% | $67,652-91.6% | $125,389-95.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -8.06% | 9.46%-17.5pp | 6625.40%-6633.5pp | 282.24%-290.3pp |
| Employer contribution / active EE | $1,424 | $3,044-53.2% | $2,266-37.1% | $4,866-70.7% |
| Participant deferral / active EE | $2,129 | $4,292-50.4% | $3,560-40.2% | $5,352-60.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |