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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 | $4,378 | $167,353-97.4% | $143,797-97.0% | $134,545-96.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -24.16% | 0.48%-24.6pp | -0.04%-24.1pp | 418.37%-442.5pp |
| Employer contribution / active EE | $1,527 | $5,620-72.8% | $4,952-69.2% | $4,742-67.8% |
| Participant deferral / active EE | $2,747 | $6,447-57.4% | $5,638-51.3% | $6,401-57.1% |
| Admin fee / account holder | $16 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |