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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 | $4,239 | $95,895-95.6% | $79,576-94.7% | $134,509-96.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -21.10% | -2.72%-18.4pp | 0.15%-21.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $980 | $3,128-68.7% | $2,413-59.4% | $4,741-79.3% |
| Participant deferral / active EE | $2,049 | $4,693-56.3% | $3,985-48.6% | $6,400-68.0% |
| Admin fee / account holder | $32 | $9,129-99.6% | $6,834-99.5% | $11,427-99.7% |