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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 | $6,241 | $197,819-96.8% | $155,789-96.0% | $125,388-95.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -5.95% | 86.73%-92.7pp | 71.54%-77.5pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,335 | $4,850-72.5% | $3,839-65.2% | $4,866-72.6% |
| Participant deferral / active EE | $3,796 | $5,631-32.6% | $4,798-20.9% | $5,352-29.1% |
| Admin fee / account holder | $123 | $9,544-98.7% | $7,477-98.4% | $9,541-98.7% |