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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 | $5,743 | $100,805-94.3% | $86,698-93.4% | $134,532-95.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -28.64% | 29.09%-57.7pp | 35.95%-64.6pp | 418.27%-446.9pp |
| Employer contribution / active EE | $1,262 | $3,490-63.8% | $2,837-55.5% | $4,741-73.4% |
| Participant deferral / active EE | $2,431 | $5,339-54.5% | $4,656-47.8% | $6,401-62.0% |
| Admin fee / account holder | $25 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |