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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 | $8,459 | $167,353-94.9% | $143,797-94.1% | $134,545-93.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -23.09% | 0.48%-23.6pp | -0.04%-23.0pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,552 | $5,620-72.4% | $4,952-68.7% | $4,742-67.3% |
| Participant deferral / active EE | $2,123 | $6,447-67.1% | $5,638-62.3% | $6,401-66.8% |
| Admin fee / account holder | $156 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |