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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 | $7,233 | $197,819-96.3% | $155,789-95.4% | $125,389-94.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -7.21% | 86.73%-93.9pp | 71.54%-78.7pp | 282.24%-289.5pp |
| Employer contribution / active EE | $1,491 | $4,850-69.3% | $3,839-61.2% | $4,866-69.4% |
| Participant deferral / active EE | $2,571 | $5,631-54.3% | $4,798-46.4% | $5,352-52.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |