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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 | $3,812 | $93,098-95.9% | $77,081-95.1% | $134,509-97.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 67.9%+17.1pp | 81.2%+3.8pp |
| Annual return | -29.92% | 62.63%-92.6pp | 42.33%-72.2pp | 418.13%-448.1pp |
| Employer contribution / active EE | $952 | $3,419-72.2% | $2,813-66.2% | $4,741-79.9% |
| Participant deferral / active EE | $2,442 | $5,239-53.4% | $4,428-44.9% | $6,400-61.9% |
| Admin fee / account holder | $168 | $6,945-97.6% | $5,427-96.9% | $11,427-98.5% |