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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 | $8,854 | $45,438-80.5% | $80,004-88.9% | $59,633-85.2% |
| Participation rate | 93.1% | 63.7%+29.4pp | 73.0%+20.1pp | 68.7%+24.4pp |
| Annual return | -4.43% | 5.10%-9.5pp | 7.63%-12.1pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $2,989 | $1,236+141.9% | $2,473+20.9% | $2,203+35.7% |
| Participant deferral / active EE | $1,473 | $2,231-34.0% | $3,204-54.0% | $3,192-53.9% |
| Admin fee / account holder | $98 | $3,464-97.2% | $5,033-98.1% | $4,297-97.7% |