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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 | $7,369 | $52,678-86.0% | $75,784-90.3% | $59,633-87.6% |
| Participation rate | 75.8% | 67.2%+8.5pp | 75.8%-0.1pp | 68.7%+7.1pp |
| Annual return | -3.58% | 2.95%-6.5pp | 9.68%-13.3pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $513 | $2,193-76.6% | $3,323-84.6% | $2,203-76.7% |
| Participant deferral / active EE | $1,686 | $2,591-34.9% | $3,652-53.8% | $3,192-47.2% |
| Admin fee / account holder | $264 | $3,610-92.7% | $5,300-95.0% | $4,297-93.8% |