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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 | $9,983 | $105,867-90.6% | $90,760-89.0% | $134,532-92.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -23.86% | -10.99%-12.9pp | -12.16%-11.7pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,330 | $3,464-61.6% | $2,922-54.5% | $4,741-72.0% |
| Participant deferral / active EE | $3,995 | $5,217-23.4% | $4,565-12.5% | $6,401-37.6% |
| Admin fee / account holder | $190 | $13,936-98.6% | $8,444-97.8% | $11,429-98.3% |