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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 | $7,219 | $167,353-95.7% | $143,797-95.0% | $134,545-94.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -24.39% | 0.48%-24.9pp | -0.04%-24.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $1,263 | $5,620-77.5% | $4,952-74.5% | $4,742-73.4% |
| Participant deferral / active EE | $3,199 | $6,447-50.4% | $5,638-43.3% | $6,401-50.0% |
| Admin fee / account holder | $227 | $18,096-98.7% | $14,679-98.5% | $11,431-98.0% |