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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 | $2,797 | $134,001-97.9% | $112,258-97.5% | $134,509-97.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -28.84% | 47.15%-76.0pp | 27.47%-56.3pp | 418.13%-447.0pp |
| Employer contribution / active EE | $946 | $4,039-76.6% | $3,636-74.0% | $4,741-80.0% |
| Participant deferral / active EE | $1,784 | $5,291-66.3% | $4,728-62.3% | $6,400-72.1% |
| Admin fee / account holder | $72 | $7,491-99.0% | $6,411-98.9% | $11,427-99.4% |