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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 | $6,633 | $56,197-88.2% | $67,652-90.2% | $59,633-88.9% |
| Participation rate | 93.9% | 71.5%+22.5pp | 75.7%+18.3pp | 68.7%+25.3pp |
| Annual return | -8.62% | 18508.10%-18516.7pp | 6625.40%-6634.0pp | 2041.45%-2050.1pp |
| Employer contribution / active EE | $1,596 | $1,615-1.2% | $2,266-29.6% | $2,203-27.6% |
| Participant deferral / active EE | $3,084 | $2,844+8.5% | $3,560-13.4% | $3,192-3.4% |
| Admin fee / account holder | $255 | $3,958-93.6% | $4,821-94.7% | $4,297-94.1% |