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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 | $4,374 | $101,752-95.7% | $164,928-97.3% | $80,911-94.6% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | -1.24% | 16.73%-18.0pp | 70.08%-71.3pp | 35.63%-36.9pp |
| Employer contribution / active EE | $2,654 | $2,953-10.1% | $4,343-38.9% | $2,756-3.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5 | $8,218-99.9% | $12,684-100.0% | $6,935-99.9% |