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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 | $5,820 | $56,199-89.6% | $67,652-91.4% | $59,632-90.2% |
| Participation rate | 86.5% | 71.5%+15.0pp | 75.7%+10.8pp | 68.7%+17.8pp |
| Annual return | -7.03% | 18505.31%-18512.3pp | 6625.04%-6632.1pp | 2041.32%-2048.3pp |
| Employer contribution / active EE | $2,011 | $1,614+24.5% | $2,266-11.3% | $2,203-8.7% |
| Participant deferral / active EE | $2,838 | $2,844-0.2% | $3,560-20.3% | $3,192-11.1% |
| Admin fee / account holder | $192 | $3,958-95.1% | $4,821-96.0% | $4,297-95.5% |