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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 | $9,052 | $133,998-93.2% | $112,263-91.9% | $134,545-93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.93% | 47.17%-69.1pp | 27.49%-49.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,552 | $4,040-61.6% | $3,636-57.3% | $4,742-67.3% |
| Participant deferral / active EE | $2,480 | $5,292-53.1% | $4,729-47.6% | $6,401-61.3% |
| Admin fee / account holder | $1 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |