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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 | $6,673 | $167,362-96.0% | $143,799-95.4% | $134,532-95.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -28.58% | 0.47%-29.1pp | -0.04%-28.5pp | 418.27%-446.8pp |
| Employer contribution / active EE | $1,458 | $5,620-74.1% | $4,952-70.6% | $4,741-69.2% |
| Participant deferral / active EE | $4,188 | $6,447-35.0% | $5,638-25.7% | $6,401-34.6% |
| Admin fee / account holder | $261 | $18,094-98.6% | $14,677-98.2% | $11,429-97.7% |