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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 | $10,573 | $95,188-88.9% | $76,518-86.2% | $135,380-92.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -11.83% | 4.85%-16.7pp | -0.27%-11.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,323 | $3,303-59.9% | $2,647-50.0% | $4,779-72.3% |
| Participant deferral / active EE | $4,799 | $4,640+3.4% | $3,836+25.1% | $5,609-14.4% |
| Admin fee / account holder | $36 | $6,249-99.4% | $4,849-99.3% | $10,828-99.7% |