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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 | $4,426 | $152,651-97.1% | $105,218-95.8% | $125,389-96.5% |
| Participation rate | 88.9% | 81.5%+7.4pp | 77.2%+11.7pp | 83.2%+5.7pp |
| Annual return | -4.95% | 8.24%-13.2pp | 5.33%-10.3pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,094 | $4,802-77.2% | $3,255-66.4% | $4,866-77.5% |
| Participant deferral / active EE | $2,187 | $6,660-67.2% | $4,867-55.1% | $5,352-59.1% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |