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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 | $8,609 | $91,911-90.6% | $68,612-87.5% | $135,380-93.6% |
| Participation rate | 73.3% | 76.7%-3.4pp | 72.2%+1.1pp | 82.6%-9.3pp |
| Annual return | -17.07% | -8.22%-8.9pp | -4.63%-12.4pp | 519.81%-536.9pp |
| Employer contribution / active EE | $927 | $3,924-76.4% | $2,625-64.7% | $4,779-80.6% |
| Participant deferral / active EE | $3,190 | $4,315-26.1% | $3,311-3.7% | $5,609-43.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |