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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 | $20,353 | $65,704-69.0% | $94,229-78.4% | $59,633-65.9% |
| Participation rate | 71.9% | 72.1%-0.2pp | 78.8%-6.9pp | 68.7%+3.2pp |
| Annual return | -2.51% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,065 | $2,021-47.3% | $3,587-70.3% | $2,203-51.6% |
| Participant deferral / active EE | $1,691 | $3,143-46.2% | $4,320-60.8% | $3,192-47.0% |
| Admin fee / account holder | $21 | $4,265-99.5% | $6,269-99.7% | $4,297-99.5% |