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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 | $7,824 | $133,998-94.2% | $112,263-93.0% | $134,545-94.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.17% | 47.17%-69.3pp | 27.49%-49.7pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,773 | $4,040-56.1% | $3,636-51.3% | $4,742-62.6% |
| Participant deferral / active EE | $5,293 | $5,2920% | $4,729+11.9% | $6,401-17.3% |
| Admin fee / account holder | $4 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |