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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 | $10,142 | $72,404-86.0% | $110,243-90.8% | $64,173-84.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -9.83% | -6.29%-3.5pp | 314.76%-324.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,261 | $2,282-44.7% | $3,827-67.1% | $2,381-47.0% |
| Participant deferral / active EE | $1,832 | $3,469-47.2% | $4,672-60.8% | $3,470-47.2% |
| Admin fee / account holder | $109 | $5,664-98.1% | $8,548-98.7% | $4,887-97.8% |