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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 | $4,725 | $211,946-97.8% | $169,452-97.2% | $135,380-96.5% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -14.04% | 3.26%-17.3pp | 1.83%-15.9pp | 519.81%-533.8pp |
| Employer contribution / active EE | $783 | $5,117-84.7% | $4,157-81.2% | $4,779-83.6% |
| Participant deferral / active EE | $1,343 | $6,075-77.9% | $5,277-74.6% | $5,609-76.1% |
| Admin fee / account holder | $95 | $11,472-99.2% | $9,110-99.0% | $10,828-99.1% |