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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 | $5,319 | $97,020-94.5% | $83,322-93.6% | $135,379-96.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -16.06% | 12.31%-28.4pp | 10.64%-26.7pp | 519.79%-535.8pp |
| Employer contribution / active EE | $1,423 | $4,144-65.7% | $3,379-57.9% | $4,779-70.2% |
| Participant deferral / active EE | $2,394 | $5,964-59.9% | $5,565-57.0% | $5,609-57.3% |
| Admin fee / account holder | $133 | $8,426-98.4% | $7,540-98.2% | $10,828-98.8% |