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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 | $6,930 | $95,188-92.7% | $76,518-90.9% | $135,380-94.9% |
| Participation rate | 88.2% | 74.4%+13.8pp | 68.0%+20.2pp | 82.6%+5.6pp |
| Annual return | -39.00% | 4.85%-43.8pp | -0.27%-38.7pp | 519.81%-558.8pp |
| Employer contribution / active EE | $1,960 | $3,303-40.7% | $2,647-26.0% | $4,779-59.0% |
| Participant deferral / active EE | $4,593 | $4,640-1.0% | $3,836+19.7% | $5,609-18.1% |
| Admin fee / account holder | $237 | $6,249-96.2% | $4,849-95.1% | $10,828-97.8% |