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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 | $3,063 | $127,386-97.6% | $115,037-97.3% | $125,388-97.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -28.82% | 31.28%-60.1pp | 26.14%-55.0pp | 282.24%-311.1pp |
| Employer contribution / active EE | $1,041 | $5,166-79.8% | $4,608-77.4% | $4,866-78.6% |
| Participant deferral / active EE | $2,275 | $6,423-64.6% | $6,026-62.3% | $5,352-57.5% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |