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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 | $8,388 | $49,177-82.9% | $79,466-89.4% | $64,173-86.9% |
| Participation rate | 91.4% | 65.0%+26.3pp | 73.3%+18.0pp | 69.6%+21.8pp |
| Annual return | -10.32% | -1.16%-9.2pp | 718.28%-728.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,317 | $2,076-36.6% | $2,800-53.0% | $2,381-44.7% |
| Participant deferral / active EE | $2,992 | $2,821+6.1% | $3,704-19.2% | $3,470-13.8% |
| Admin fee / account holder | $149 | $3,839-96.1% | $5,104-97.1% | $4,887-96.9% |