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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 | $4,529 | $95,188-95.2% | $76,518-94.1% | $135,380-96.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -12.13% | 4.85%-17.0pp | -0.27%-11.9pp | 519.81%-531.9pp |
| Employer contribution / active EE | $272 | $3,303-91.8% | $2,647-89.7% | $4,779-94.3% |
| Participant deferral / active EE | $1,087 | $4,640-76.6% | $3,836-71.7% | $5,609-80.6% |
| Admin fee / account holder | $28 | $6,249-99.6% | $4,849-99.4% | $10,828-99.7% |