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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 | $133,998-95.5% | $112,263-94.6% | $134,545-95.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -22.77% | 47.17%-69.9pp | 27.49%-50.3pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,447 | $4,040-64.2% | $3,636-60.2% | $4,742-69.5% |
| Participant deferral / active EE | $2,704 | $5,292-48.9% | $4,729-42.8% | $6,401-57.8% |
| Admin fee / account holder | $41 | $7,493-99.5% | $6,410-99.4% | $11,431-99.6% |