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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 | $3,138 | $110,629-97.2% | $80,784-96.1% | $167,553-98.1% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | -0.21% | 120.58%-120.8pp | 87.31%-87.5pp | 478.89%-479.1pp |
| Employer contribution / active EE | $1,224 | $1,543-20.7% | $1,160+5.5% | $4,840-74.7% |
| Participant deferral / active EE | $233 | $2,871-91.9% | $2,145-89.1% | $6,343-96.3% |
| Admin fee / account holder | $123 | $4,547-97.3% | $3,380-96.4% | $12,316-99.0% |