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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 | $1,636 | $158,827-99.0% | $121,208-98.7% | $135,382-98.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -33.33% | -0.64%-32.7pp | 16.93%-50.3pp | 519.77%-553.1pp |
| Employer contribution / active EE | $518 | $5,666-90.9% | $4,023-87.1% | $4,779-89.2% |
| Participant deferral / active EE | $883 | $4,006-78.0% | $3,345-73.6% | $5,609-84.3% |
| Admin fee / account holder | $7 | $6,514-99.9% | $5,020-99.9% | $10,829-99.9% |