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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 | $7,885 | $211,946-96.3% | $169,452-95.3% | $135,379-94.2% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -20.07% | 3.26%-23.3pp | 1.83%-21.9pp | 519.79%-539.9pp |
| Employer contribution / active EE | $1,806 | $5,117-64.7% | $4,157-56.6% | $4,779-62.2% |
| Participant deferral / active EE | $2,083 | $6,075-65.7% | $5,277-60.5% | $5,609-62.9% |
| Admin fee / account holder | $87 | $11,472-99.2% | $9,110-99.0% | $10,828-99.2% |