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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 | $57,352-92.2% | $83,831-94.7% | $64,173-93.0% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -10.87% | 11.38%-22.3pp | 850.99%-861.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $804 | $2,546-68.4% | $3,631-77.9% | $2,381-66.2% |
| Participant deferral / active EE | $1,817 | $2,993-39.3% | $4,082-55.5% | $3,470-47.6% |
| Admin fee / account holder | $49 | $4,046-98.8% | $5,479-99.1% | $4,887-99.0% |