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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 | $8,344 | $95,188-91.2% | $76,518-89.1% | $135,379-93.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -10.93% | 4.85%-15.8pp | -0.27%-10.7pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,112 | $3,303-66.3% | $2,647-58.0% | $4,779-76.7% |
| Participant deferral / active EE | $2,721 | $4,640-41.4% | $3,836-29.1% | $5,609-51.5% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |