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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 | $4,266 | $64,311-93.4% | $57,356-92.6% | $125,389-96.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -10.63% | 25.14%-35.8pp | 24.41%-35.0pp | 282.24%-292.9pp |
| Employer contribution / active EE | $1,213 | $3,193-62.0% | $2,689-54.9% | $4,866-75.1% |
| Participant deferral / active EE | $1,213 | $3,846-68.5% | $3,162-61.6% | $5,352-77.3% |
| Admin fee / account holder | $60 | $5,243-98.9% | $3,357-98.2% | $9,541-99.4% |