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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 | $3,249 | $167,362-98.1% | $143,799-97.7% | $134,532-97.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.31% | 0.47%-25.8pp | -0.04%-25.3pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,735 | $5,620-69.1% | $4,952-65.0% | $4,741-63.4% |
| Participant deferral / active EE | $3,666 | $6,447-43.1% | $5,638-35.0% | $6,401-42.7% |
| Admin fee / account holder | $129 | $18,094-99.3% | $14,677-99.1% | $11,429-98.9% |