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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 | $5,305 | $167,352-96.8% | $143,788-96.3% | $134,509-96.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -24.06% | 0.47%-24.5pp | -0.03%-24.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,229 | $5,620-78.1% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $4,173 | $6,447-35.3% | $5,638-26.0% | $6,400-34.8% |
| Admin fee / account holder | $129 | $18,091-99.3% | $14,675-99.1% | $11,427-98.9% |