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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 | $12,482 | $142,409-91.2% | $119,634-89.6% | $134,545-90.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -47.34% | -12.46%-34.9pp | -14.98%-32.4pp | 418.37%-465.7pp |
| Employer contribution / active EE | $2,639 | $5,224-49.5% | $4,232-37.6% | $4,742-44.3% |
| Participant deferral / active EE | $5,789 | $6,468-10.5% | $5,601+3.4% | $6,401-9.6% |
| Admin fee / account holder | $69 | $13,594-99.5% | $10,329-99.3% | $11,431-99.4% |