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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 | $9,171 | $75,962-87.9% | $154,111-94.0% | $64,173-85.7% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -10.40% | 30.32%-40.7pp | 735.18%-745.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $499 | $3,350-85.1% | $5,298-90.6% | $2,381-79.1% |
| Participant deferral / active EE | $1,117 | $3,175-64.8% | $5,081-78.0% | $3,470-67.8% |
| Admin fee / account holder | $149 | $5,589-97.3% | $13,411-98.9% | $4,887-97.0% |