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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 | $6,022 | $134,001-95.5% | $112,258-94.6% | $134,509-95.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -22.77% | 47.15%-69.9pp | 27.47%-50.2pp | 418.13%-440.9pp |
| Employer contribution / active EE | $1,447 | $4,039-64.2% | $3,636-60.2% | $4,741-69.5% |
| Participant deferral / active EE | $2,704 | $5,291-48.9% | $4,728-42.8% | $6,400-57.7% |
| Admin fee / account holder | $41 | $7,491-99.5% | $6,411-99.4% | $11,427-99.6% |