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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 | $12,114 | $217,432-94.4% | $185,851-93.5% | $167,553-92.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.25% | 148.43%-148.7pp | 122.11%-122.4pp | 478.89%-479.1pp |
| Employer contribution / active EE | $1,429 | $5,874-75.7% | $5,168-72.4% | $4,840-70.5% |
| Participant deferral / active EE | $5,220 | $6,357-17.9% | $5,569-6.3% | $6,343-17.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |