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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 | $2,645 | $152,591-98.3% | $117,529-97.7% | $134,545-98.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -25.80% | 53.04%-78.8pp | 29.77%-55.6pp | 418.37%-444.2pp |
| Employer contribution / active EE | $648 | $5,576-88.4% | $4,179-84.5% | $4,742-86.3% |
| Participant deferral / active EE | $1,328 | $4,821-72.5% | $4,072-67.4% | $6,401-79.3% |
| Admin fee / account holder | $106 | $7,004-98.5% | $5,645-98.1% | $11,431-99.1% |