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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 | $6,523 | $93,098-93.0% | $77,081-91.5% | $134,509-95.2% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -26.72% | 62.63%-89.4pp | 42.33%-69.0pp | 418.13%-444.9pp |
| Employer contribution / active EE | $1,527 | $3,419-55.3% | $2,813-45.7% | $4,741-67.8% |
| Participant deferral / active EE | $2,144 | $5,239-59.1% | $4,428-51.6% | $6,400-66.5% |
| Admin fee / account holder | $27 | $6,945-99.6% | $5,427-99.5% | $11,427-99.8% |