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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 | $7,161 | $113,941-93.7% | $94,229-92.4% | $125,389-94.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -102.96% | 5.29%-108.3pp | 10.68%-113.6pp | 282.24%-385.2pp |
| Employer contribution / active EE | $1,916 | $4,727-59.5% | $3,587-46.6% | $4,866-60.6% |
| Participant deferral / active EE | $7,045 | $5,179+36.0% | $4,320+63.1% | $5,352+31.6% |
| Admin fee / account holder | $121 | $8,392-98.6% | $6,269-98.1% | $9,541-98.7% |