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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 | $3,642 | $75,832-95.2% | $147,617-97.5% | $59,633-93.9% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | -7.08% | 0.37%-7.4pp | 61.98%-69.1pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $849 | $3,485-75.6% | $5,564-84.7% | $2,203-61.5% |
| Participant deferral / active EE | $1,786 | $3,131-42.9% | $4,895-63.5% | $3,192-44.0% |
| Admin fee / account holder | $227 | $5,986-96.2% | $11,612-98.0% | $4,297-94.7% |