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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 | $8,852 | $167,352-94.7% | $143,788-93.8% | $134,509-93.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.44% | 0.47%-22.9pp | -0.03%-22.4pp | 418.13%-440.6pp |
| Employer contribution / active EE | $1,792 | $5,620-68.1% | $4,952-63.8% | $4,741-62.2% |
| Participant deferral / active EE | $5,032 | $6,447-22.0% | $5,638-10.8% | $6,400-21.4% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |