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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 | $7,290 | $167,362-95.6% | $143,799-94.9% | $134,532-94.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.73% | 0.47%-23.2pp | -0.04%-22.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,393 | $5,620-75.2% | $4,952-71.9% | $4,741-70.6% |
| Participant deferral / active EE | $2,122 | $6,447-67.1% | $5,638-62.4% | $6,401-66.9% |
| Admin fee / account holder | $229 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |