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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 | $8,394 | $95,193-91.2% | $76,523-89.0% | $135,382-93.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -14.41% | 4.85%-19.3pp | -0.27%-14.1pp | 519.77%-534.2pp |
| Employer contribution / active EE | $1,618 | $3,302-51.0% | $2,647-38.9% | $4,779-66.2% |
| Participant deferral / active EE | $2,593 | $4,639-44.1% | $3,835-32.4% | $5,609-53.8% |
| Admin fee / account holder | $269 | $6,249-95.7% | $4,848-94.4% | $10,829-97.5% |