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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 | $10,324 | $167,352-93.8% | $143,788-92.8% | $134,509-92.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.21% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,785 | $5,620-68.2% | $4,952-64.0% | $4,741-62.4% |
| Participant deferral / active EE | $3,180 | $6,447-50.7% | $5,638-43.6% | $6,400-50.3% |
| Admin fee / account holder | $154 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |