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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 | $8,808 | $78,694-88.8% | $67,653-87.0% | $125,388-93.0% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.3pp | 83.2%-6.3pp |
| Annual return | -8.08% | 9.46%-17.5pp | 6625.22%-6633.3pp | 282.24%-290.3pp |
| Employer contribution / active EE | $1,106 | $3,044-63.7% | $2,266-51.2% | $4,866-77.3% |
| Participant deferral / active EE | $3,847 | $4,292-10.4% | $3,560+8.1% | $5,352-28.1% |
| Admin fee / account holder | $45 | $7,403-99.4% | $4,821-99.1% | $9,541-99.5% |