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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 | $8,619 | $167,352-94.8% | $143,788-94.0% | $134,509-93.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.57% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,968 | $5,620-65.0% | $4,952-60.3% | $4,741-58.5% |
| Participant deferral / active EE | $2,586 | $6,447-59.9% | $5,638-54.1% | $6,400-59.6% |
| Admin fee / account holder | $14 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |