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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 | $3,788 | $52,678-92.8% | $75,784-95.0% | $59,633-93.6% |
| Participation rate | 81.0% | 67.2%+13.8pp | 75.8%+5.2pp | 68.7%+12.3pp |
| Annual return | -6.46% | 2.95%-9.4pp | 9.68%-16.1pp | 2041.40%-2047.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,633 | $2,591-37.0% | $3,652-55.3% | $3,192-48.8% |
| Admin fee / account holder | $134 | $3,610-96.3% | $5,300-97.5% | $4,297-96.9% |