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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 | $4,480 | $95,917-95.3% | $79,583-94.4% | $134,545-96.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -33.95% | -2.70%-31.2pp | 0.16%-34.1pp | 418.37%-452.3pp |
| Employer contribution / active EE | $595 | $3,129-81.0% | $2,414-75.3% | $4,742-87.4% |
| Participant deferral / active EE | $2,977 | $4,694-36.6% | $3,986-25.3% | $6,401-53.5% |
| Admin fee / account holder | $49 | $9,132-99.5% | $6,835-99.3% | $11,431-99.6% |