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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 | $7,827 | $158,827-95.1% | $121,208-93.5% | $135,382-94.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -11.27% | -0.64%-10.6pp | 16.93%-28.2pp | 519.77%-531.0pp |
| Employer contribution / active EE | $451 | $5,666-92.0% | $4,023-88.8% | $4,779-90.6% |
| Participant deferral / active EE | $1,917 | $4,006-52.1% | $3,345-42.7% | $5,609-65.8% |
| Admin fee / account holder | $252 | $6,514-96.1% | $5,020-95.0% | $10,829-97.7% |