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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 | $11,326 | $56,200-79.8% | $67,653-83.3% | $59,633-81.0% |
| Participation rate | 72.5% | 71.5%+1.0pp | 75.7%-3.2pp | 68.7%+3.8pp |
| Annual return | -4.97% | 18506.71%-18511.7pp | 6625.22%-6630.2pp | 2041.40%-2046.4pp |
| Employer contribution / active EE | $1,539 | $1,615-4.7% | $2,266-32.1% | $2,203-30.1% |
| Participant deferral / active EE | $2,428 | $2,843-14.6% | $3,560-31.8% | $3,192-23.9% |
| Admin fee / account holder | $100 | $3,959-97.5% | $4,821-97.9% | $4,297-97.7% |