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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 | $3,340 | $90,486-96.3% | $78,676-95.8% | $273,972-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.00% | 75.62%-78.6pp | 62.19%-65.2pp | 41.46%-44.5pp |
| Employer contribution / active EE | $1,404 | $3,175-55.8% | $2,850-50.7% | $4,869-71.2% |
| Participant deferral / active EE | $1,434 | $3,901-63.2% | $3,517-59.2% | $5,287-72.9% |
| Admin fee / account holder | $196 | $5,263-96.3% | $4,510-95.7% | $10,133-98.1% |