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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 | $3,621 | $152,597-97.6% | $117,533-96.9% | $134,532-97.3% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -43.93% | 53.04%-97.0pp | 29.77%-73.7pp | 418.27%-462.2pp |
| Employer contribution / active EE | $940 | $5,576-83.1% | $4,179-77.5% | $4,741-80.2% |
| Participant deferral / active EE | $2,221 | $4,821-53.9% | $4,072-45.5% | $6,401-65.3% |
| Admin fee / account holder | $119 | $7,007-98.3% | $5,647-97.9% | $11,429-99.0% |