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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 | $5,438 | $69,518-92.2% | $59,887-90.9% | $135,379-96.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -19.93% | 7.95%-27.9pp | 3.46%-23.4pp | 519.79%-539.7pp |
| Employer contribution / active EE | $1,852 | $3,235-42.7% | $2,722-32.0% | $4,779-61.2% |
| Participant deferral / active EE | $1,165 | $4,204-72.3% | $3,402-65.8% | $5,609-79.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |