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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 | $2,750 | $90,486-97.0% | $78,676-96.5% | $273,972-99.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | -1.82% | 75.62%-77.4pp | 62.19%-64.0pp | 41.46%-43.3pp |
| Employer contribution / active EE | $785 | $3,175-75.3% | $2,850-72.5% | $4,869-83.9% |
| Participant deferral / active EE | $1,583 | $3,901-59.4% | $3,517-55.0% | $5,287-70.1% |
| Admin fee / account holder | $121 | $5,263-97.7% | $4,510-97.3% | $10,133-98.8% |