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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 | $5,321 | $211,946-97.5% | $169,452-96.9% | $135,380-96.1% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -34.36% | 3.26%-37.6pp | 1.83%-36.2pp | 519.81%-554.2pp |
| Employer contribution / active EE | $1,207 | $5,117-76.4% | $4,157-71.0% | $4,779-74.7% |
| Participant deferral / active EE | $3,457 | $6,075-43.1% | $5,277-34.5% | $5,609-38.4% |
| Admin fee / account holder | $216 | $11,472-98.1% | $9,110-97.6% | $10,828-98.0% |