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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 | $4,504 | $152,542-97.0% | $117,498-96.2% | $134,509-96.7% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -36.99% | 53.02%-90.0pp | 29.75%-66.7pp | 418.13%-455.1pp |
| Employer contribution / active EE | $894 | $5,574-84.0% | $4,178-78.6% | $4,741-81.1% |
| Participant deferral / active EE | $2,987 | $4,819-38.0% | $4,071-26.6% | $6,400-53.3% |
| Admin fee / account holder | $205 | $7,006-97.1% | $5,646-96.4% | $11,427-98.2% |