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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 | $5,781 | $52,678-89.0% | $75,784-92.4% | $59,633-90.3% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.8%-3.8pp | 68.7%+3.3pp |
| Annual return | -8.45% | 2.95%-11.4pp | 9.68%-18.1pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $1,837 | $2,193-16.2% | $3,323-44.7% | $2,203-16.6% |
| Participant deferral / active EE | $2,190 | $2,591-15.5% | $3,652-40.0% | $3,192-31.4% |
| Admin fee / account holder | $30 | $3,610-99.2% | $5,300-99.4% | $4,297-99.3% |