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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 | $4,752 | $49,177-90.3% | $79,466-94.0% | $64,173-92.6% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.6%+3.0pp |
| Annual return | -9.33% | -1.16%-8.2pp | 718.28%-727.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $360 | $2,076-82.7% | $2,800-87.1% | $2,381-84.9% |
| Participant deferral / active EE | $1,149 | $2,821-59.3% | $3,704-69.0% | $3,470-66.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |