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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 | $8,115 | $77,817-89.6% | $123,553-93.4% | $64,173-87.4% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.3%-10.3pp | 69.6%+2.4pp |
| Annual return | -20.20% | 12.49%-32.7pp | 119.21%-139.4pp | 7.63%-27.8pp |
| Employer contribution / active EE | $1,089 | $3,014-63.9% | $4,628-76.5% | $2,381-54.3% |
| Participant deferral / active EE | $2,976 | $5,240-43.2% | $6,426-53.7% | $3,470-14.2% |
| Admin fee / account holder | $81 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |