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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 | $5,684 | $167,352-96.6% | $143,788-96.0% | $134,509-95.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -26.04% | 0.47%-26.5pp | -0.03%-26.0pp | 418.13%-444.2pp |
| Employer contribution / active EE | $1,549 | $5,620-72.4% | $4,952-68.7% | $4,741-67.3% |
| Participant deferral / active EE | $3,233 | $6,447-49.9% | $5,638-42.7% | $6,400-49.5% |
| Admin fee / account holder | $51 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |