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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 | $4,506 | $77,816-94.2% | $123,552-96.4% | $64,173-93.0% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | -20.13% | 12.49%-32.6pp | 119.20%-139.3pp | 7.63%-27.8pp |
| Employer contribution / active EE | $1,482 | $3,014-50.8% | $4,628-68.0% | $2,381-37.7% |
| Participant deferral / active EE | $2,685 | $5,240-48.8% | $6,426-58.2% | $3,470-22.6% |
| Admin fee / account holder | $105 | $5,519-98.1% | $9,285-98.9% | $4,887-97.9% |