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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 | $5,945 | $167,352-96.4% | $143,788-95.9% | $134,509-95.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -45.60% | 0.47%-46.1pp | -0.03%-45.6pp | 418.13%-463.7pp |
| Employer contribution / active EE | $1,529 | $5,620-72.8% | $4,952-69.1% | $4,741-67.7% |
| Participant deferral / active EE | $3,978 | $6,447-38.3% | $5,638-29.5% | $6,400-37.9% |
| Admin fee / account holder | $6 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |