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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 | $9,906 | $69,518-85.8% | $59,887-83.5% | $135,379-92.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -9.21% | 7.95%-17.2pp | 3.46%-12.7pp | 519.79%-529.0pp |
| Employer contribution / active EE | $862 | $3,235-73.4% | $2,722-68.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,127 | $4,204-73.2% | $3,402-66.9% | $5,609-79.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |