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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 | $7,838 | $92,219-91.5% | $76,767-89.8% | $135,380-94.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -11.37% | 5.46%-16.8pp | 2.43%-13.8pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,531 | $3,216-52.4% | $2,485-38.4% | $4,779-68.0% |
| Participant deferral / active EE | $1,659 | $4,508-63.2% | $3,852-56.9% | $5,609-70.4% |
| Admin fee / account holder | $48 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |