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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 | $2,779 | $43,730-93.6% | $121,220-97.7% | $64,173-95.7% |
| Participation rate | 85.7% | 58.3%+27.4pp | 71.8%+14.0pp | 69.6%+16.1pp |
| Annual return | -11.01% | 68.94%-80.0pp | 16.94%-28.0pp | 7.63%-18.6pp |
| Employer contribution / active EE | $660 | $1,297-49.1% | $4,023-83.6% | $2,381-72.3% |
| Participant deferral / active EE | $1,146 | $2,281-49.7% | $3,345-65.7% | $3,470-67.0% |
| Admin fee / account holder | $66 | $3,502-98.1% | $5,021-98.7% | $4,887-98.7% |