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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 | $4,198 | $95,193-95.6% | $76,523-94.5% | $135,382-96.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -22.18% | 4.85%-27.0pp | -0.27%-21.9pp | 519.77%-542.0pp |
| Employer contribution / active EE | $325 | $3,302-90.1% | $2,647-87.7% | $4,779-93.2% |
| Participant deferral / active EE | $2,042 | $4,639-56.0% | $3,835-46.8% | $5,609-63.6% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,829-99.9% |