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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 | $6,511 | $134,001-95.1% | $112,258-94.2% | $134,509-95.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -28.50% | 47.15%-75.6pp | 27.47%-56.0pp | 418.13%-446.6pp |
| Employer contribution / active EE | $1,472 | $4,039-63.6% | $3,636-59.5% | $4,741-69.0% |
| Participant deferral / active EE | $2,847 | $5,291-46.2% | $4,728-39.8% | $6,400-55.5% |
| Admin fee / account holder | $44 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |