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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 | $6,183 | $167,362-96.3% | $143,799-95.7% | $134,532-95.4% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -20.11% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,180 | $5,620-79.0% | $4,952-76.2% | $4,741-75.1% |
| Participant deferral / active EE | $3,116 | $6,447-51.7% | $5,638-44.7% | $6,401-51.3% |
| Admin fee / account holder | $90 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |