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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 | $4,513 | $95,917-95.3% | $79,583-94.3% | $134,545-96.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -33.47% | -2.70%-30.8pp | 0.16%-33.6pp | 418.37%-451.8pp |
| Employer contribution / active EE | $1,089 | $3,129-65.2% | $2,414-54.9% | $4,742-77.0% |
| Participant deferral / active EE | $3,062 | $4,694-34.8% | $3,986-23.2% | $6,401-52.2% |
| Admin fee / account holder | $77 | $9,132-99.2% | $6,835-98.9% | $11,431-99.3% |