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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 | $7,431 | $138,076-94.6% | $123,553-94.0% | $135,380-94.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -466.60% | 153.70%-620.3pp | 119.21%-585.8pp | 519.81%-986.4pp |
| Employer contribution / active EE | $2,177 | $5,152-57.8% | $4,628-53.0% | $4,779-54.5% |
| Participant deferral / active EE | $5,621 | $6,800-17.3% | $6,426-12.5% | $5,609+0.2% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |