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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 | $8,573 | $78,694-89.1% | $67,652-87.3% | $125,389-93.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.90% | 9.46%-15.4pp | 6625.40%-6631.3pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,580 | $3,044-48.1% | $2,266-30.2% | $4,866-67.5% |
| Participant deferral / active EE | $2,428 | $4,292-43.4% | $3,560-31.8% | $5,352-54.6% |
| Admin fee / account holder | $63 | $7,403-99.1% | $4,821-98.7% | $9,541-99.3% |