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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 | $1,750 | $95,188-98.2% | $76,518-97.7% | $135,379-98.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -35.51% | 4.85%-40.4pp | -0.27%-35.2pp | 519.79%-555.3pp |
| Employer contribution / active EE | $942 | $3,303-71.5% | $2,647-64.4% | $4,779-80.3% |
| Participant deferral / active EE | $1,672 | $4,640-64.0% | $3,836-56.4% | $5,609-70.2% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,849-99.8% | $10,828-99.9% |