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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 | $7,926 | $100,805-92.1% | $86,698-90.9% | $134,532-94.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -23.23% | 29.09%-52.3pp | 35.95%-59.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,044 | $3,490-41.4% | $2,837-28.0% | $4,741-56.9% |
| Participant deferral / active EE | $2,698 | $5,339-49.5% | $4,656-42.1% | $6,401-57.9% |
| Admin fee / account holder | $68 | $10,925-99.4% | $7,493-99.1% | $11,429-99.4% |