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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 | $2,773 | $158,852-98.3% | $121,220-97.7% | $135,379-98.0% |
| Participation rate | 86.7% | 79.3%+7.4pp | 71.8%+14.9pp | 82.6%+4.0pp |
| Annual return | -34.15% | -0.64%-33.5pp | 16.94%-51.1pp | 519.79%-553.9pp |
| Employer contribution / active EE | $372 | $5,666-93.4% | $4,023-90.7% | $4,779-92.2% |
| Participant deferral / active EE | $2,408 | $4,006-39.9% | $3,345-28.0% | $5,609-57.1% |
| Admin fee / account holder | $123 | $6,515-98.1% | $5,021-97.6% | $10,828-98.9% |