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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 | $9,680 | $167,362-94.2% | $143,799-93.3% | $134,532-92.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -21.95% | 0.47%-22.4pp | -0.04%-21.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,380 | $5,620-75.4% | $4,952-72.1% | $4,741-70.9% |
| Participant deferral / active EE | $3,710 | $6,447-42.5% | $5,638-34.2% | $6,401-42.0% |
| Admin fee / account holder | $10 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |