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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 | $8,109 | $167,362-95.2% | $143,799-94.4% | $134,532-94.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -36.61% | 0.47%-37.1pp | -0.04%-36.6pp | 418.27%-454.9pp |
| Employer contribution / active EE | $1,466 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $4,443 | $6,447-31.1% | $5,638-21.2% | $6,401-30.6% |
| Admin fee / account holder | $132 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |