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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 | $5,053 | $167,362-97.0% | $143,799-96.5% | $134,532-96.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.50% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,810 | $5,620-67.8% | $4,952-63.4% | $4,741-61.8% |
| Participant deferral / active EE | $2,383 | $6,447-63.0% | $5,638-57.7% | $6,401-62.8% |
| Admin fee / account holder | $283 | $18,094-98.4% | $14,677-98.1% | $11,429-97.5% |