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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 | $9,463 | $85,790-89.0% | $67,313-85.9% | $135,380-93.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -10.19% | -0.54%-9.6pp | -4.08%-6.1pp | 519.81%-530.0pp |
| Employer contribution / active EE | $886 | $3,487-74.6% | $2,566-65.5% | $4,779-81.5% |
| Participant deferral / active EE | $2,892 | $4,651-37.8% | $3,568-18.9% | $5,609-48.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |