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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 | $9,624 | $85,790-88.8% | $67,313-85.7% | $135,380-92.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -13.38% | -0.54%-12.8pp | -4.08%-9.3pp | 519.81%-533.2pp |
| Employer contribution / active EE | $3,830 | $3,487+9.8% | $2,566+49.3% | $4,779-19.9% |
| Participant deferral / active EE | $1,968 | $4,651-57.7% | $3,568-44.8% | $5,609-64.9% |
| Admin fee / account holder | $60 | $6,392-99.1% | $4,507-98.7% | $10,828-99.4% |