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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 | $5,058 | $111,301-95.5% | $112,977-95.5% | $158,982-96.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -12.76% | 26.40%-39.2pp | 24.24%-37.0pp | 302.99%-315.8pp |
| Employer contribution / active EE | $1,424 | $4,471-68.2% | $4,255-66.5% | $4,763-70.1% |
| Participant deferral / active EE | $2,298 | $5,880-60.9% | $5,836-60.6% | $5,983-61.6% |
| Admin fee / account holder | $9 | $8,392-99.9% | $6,294-99.9% | $11,252-99.9% |