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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 | $5,795 | $90,486-93.6% | $78,676-92.6% | $273,972-97.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | -18.60% | 75.62%-94.2pp | 62.19%-80.8pp | 41.46%-60.1pp |
| Employer contribution / active EE | $823 | $3,175-74.1% | $2,850-71.1% | $4,869-83.1% |
| Participant deferral / active EE | $880 | $3,901-77.4% | $3,517-75.0% | $5,287-83.4% |
| Admin fee / account holder | $56 | $5,263-98.9% | $4,510-98.8% | $10,133-99.4% |