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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 | $6,990 | $167,362-95.8% | $143,799-95.1% | $134,532-94.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -35.06% | 0.47%-35.5pp | -0.04%-35.0pp | 418.27%-453.3pp |
| Employer contribution / active EE | $1,589 | $5,620-71.7% | $4,952-67.9% | $4,741-66.5% |
| Participant deferral / active EE | $3,947 | $6,447-38.8% | $5,638-30.0% | $6,401-38.3% |
| Admin fee / account holder | $161 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |