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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 | $4,425 | $91,911-95.2% | $68,612-93.6% | $135,379-96.7% |
| Participation rate | 94.4% | 76.7%+17.7pp | 72.2%+22.2pp | 82.6%+11.8pp |
| Annual return | -20.43% | -8.22%-12.2pp | -4.63%-15.8pp | 519.79%-540.2pp |
| Employer contribution / active EE | $2,043 | $3,924-47.9% | $2,625-22.2% | $4,779-57.2% |
| Participant deferral / active EE | $1,306 | $4,315-69.7% | $3,311-60.6% | $5,609-76.7% |
| Admin fee / account holder | $82 | $9,240-99.1% | $5,131-98.4% | $10,828-99.2% |