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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 | $4,816 | $140,578-96.6% | $100,671-95.2% | $125,389-96.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -5.05% | 24.67%-29.7pp | 20.43%-25.5pp | 282.24%-287.3pp |
| Employer contribution / active EE | $327 | $5,965-94.5% | $4,012-91.8% | $4,866-93.3% |
| Participant deferral / active EE | $915 | $3,981-77.0% | $3,144-70.9% | $5,352-82.9% |
| Admin fee / account holder | $264 | $6,716-96.1% | $4,850-94.6% | $9,541-97.2% |