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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 | $7,367 | $105,867-93.0% | $90,760-91.9% | $134,532-94.5% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -31.50% | -10.99%-20.5pp | -12.16%-19.3pp | 418.27%-449.8pp |
| Employer contribution / active EE | $1,971 | $3,464-43.1% | $2,922-32.5% | $4,741-58.4% |
| Participant deferral / active EE | $2,863 | $5,217-45.1% | $4,565-37.3% | $6,401-55.3% |
| Admin fee / account holder | $91 | $13,936-99.3% | $8,444-98.9% | $11,429-99.2% |