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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 | $9,950 | $85,790-88.4% | $67,313-85.2% | $135,379-92.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -19.45% | -0.54%-18.9pp | -4.08%-15.4pp | 519.79%-539.2pp |
| Employer contribution / active EE | $1,360 | $3,487-61.0% | $2,566-47.0% | $4,779-71.5% |
| Participant deferral / active EE | $4,333 | $4,651-6.8% | $3,568+21.4% | $5,609-22.8% |
| Admin fee / account holder | $292 | $6,392-95.4% | $4,507-93.5% | $10,828-97.3% |