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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 | $4,922 | $72,404-93.2% | $110,243-95.5% | $64,173-92.3% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.2pp |
| Annual return | -23.08% | -6.29%-16.8pp | 314.76%-337.8pp | 7.63%-30.7pp |
| Employer contribution / active EE | $1,352 | $2,282-40.7% | $3,827-64.7% | $2,381-43.2% |
| Participant deferral / active EE | $2,198 | $3,469-36.6% | $4,672-53.0% | $3,470-36.7% |
| Admin fee / account holder | $116 | $5,664-98.0% | $8,548-98.6% | $4,887-97.6% |