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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 | $5,220 | $91,911-94.3% | $68,612-92.4% | $135,380-96.1% |
| Participation rate | 95.0% | 76.7%+18.3pp | 72.2%+22.8pp | 82.6%+12.4pp |
| Annual return | -11.39% | -8.22%-3.2pp | -4.63%-6.8pp | 519.81%-531.2pp |
| Employer contribution / active EE | $3,148 | $3,924-19.8% | $2,625+19.9% | $4,779-34.1% |
| Participant deferral / active EE | $2,060 | $4,315-52.3% | $3,311-37.8% | $5,609-63.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |