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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 | $5,602 | $134,001-95.8% | $112,258-95.0% | $134,509-95.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.67% | 47.15%-68.8pp | 27.47%-49.1pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,436 | $4,039-64.4% | $3,636-60.5% | $4,741-69.7% |
| Participant deferral / active EE | $3,266 | $5,291-38.3% | $4,728-30.9% | $6,400-49.0% |
| Admin fee / account holder | $115 | $7,491-98.5% | $6,411-98.2% | $11,427-99.0% |