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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 | $6,370 | $95,917-93.4% | $79,583-92.0% | $134,545-95.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -23.54% | -2.70%-20.8pp | 0.16%-23.7pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,053 | $3,129-66.4% | $2,414-56.4% | $4,742-77.8% |
| Participant deferral / active EE | $2,105 | $4,694-55.2% | $3,986-47.2% | $6,401-67.1% |
| Admin fee / account holder | $37 | $9,132-99.6% | $6,835-99.5% | $11,431-99.7% |