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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 | $7,106 | $99,032-92.8% | $80,022-91.1% | $135,380-94.8% |
| Participation rate | 73.9% | 78.4%-4.4pp | 75.8%-1.9pp | 82.6%-8.7pp |
| Annual return | -20.75% | 15.39%-36.1pp | 11.22%-32.0pp | 519.81%-540.6pp |
| Employer contribution / active EE | $1,075 | $3,043-64.7% | $2,468-56.4% | $4,779-77.5% |
| Participant deferral / active EE | $3,040 | $4,282-29.0% | $3,686-17.5% | $5,609-45.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |