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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 | $4,840 | $56,339-91.4% | $104,301-95.4% | $68,495-92.9% |
| Participation rate | 88.2% | 63.3%+25.0pp | 73.3%+15.0pp | 67.9%+20.3pp |
| Annual return | -23.12% | -9.19%-13.9pp | 24.61%-47.7pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,079 | $1,960-45.0% | $3,373-68.0% | $2,596-58.5% |
| Participant deferral / active EE | $1,909 | $3,077-37.9% | $4,626-58.7% | $4,028-52.6% |
| Admin fee / account holder | $11 | $4,902-99.8% | $7,340-99.8% | $5,403-99.8% |