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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 | $2,939 | $105,867-97.2% | $90,760-96.8% | $134,532-97.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -21.28% | -10.99%-10.3pp | -12.16%-9.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $927 | $3,464-73.2% | $2,922-68.3% | $4,741-80.4% |
| Participant deferral / active EE | $1,677 | $5,217-67.9% | $4,565-63.3% | $6,401-73.8% |
| Admin fee / account holder | $24 | $13,936-99.8% | $8,444-99.7% | $11,429-99.8% |