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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 | $3,730 | $152,597-97.6% | $117,533-96.8% | $134,532-97.2% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -40.40% | 53.04%-93.4pp | 29.77%-70.2pp | 418.27%-458.7pp |
| Employer contribution / active EE | $1,406 | $5,576-74.8% | $4,179-66.4% | $4,741-70.3% |
| Participant deferral / active EE | $1,406 | $4,821-70.8% | $4,072-65.5% | $6,401-78.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |