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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 | $8,102 | $95,188-91.5% | $76,518-89.4% | $135,379-94.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -14.74% | 4.85%-19.6pp | -0.27%-14.5pp | 519.79%-534.5pp |
| Employer contribution / active EE | $674 | $3,303-79.6% | $2,647-74.5% | $4,779-85.9% |
| Participant deferral / active EE | $3,863 | $4,640-16.7% | $3,836+0.7% | $5,609-31.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |