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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 | $2,806 | $117,777-97.6% | $71,778-96.1% | $134,545-97.9% |
| Participation rate | 87.0% | 68.9%+18.1pp | 62.3%+24.6pp | 81.2%+5.7pp |
| Annual return | -23.64% | 25.46%-49.1pp | 9.15%-32.8pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,412 | $2,525-44.1% | $1,704-17.1% | $4,742-70.2% |
| Participant deferral / active EE | $2,400 | $3,756-36.1% | $2,656-9.6% | $6,401-62.5% |
| Admin fee / account holder | $115 | $6,379-98.2% | $3,974-97.1% | $11,431-99.0% |