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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 | $7,922 | $197,819-96.0% | $155,789-94.9% | $125,389-93.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.95% | 86.73%-92.7pp | 71.54%-77.5pp | 282.24%-288.2pp |
| Employer contribution / active EE | $629 | $4,850-87.0% | $3,839-83.6% | $4,866-87.1% |
| Participant deferral / active EE | $3,950 | $5,631-29.9% | $4,798-17.7% | $5,352-26.2% |
| Admin fee / account holder | $87 | $9,544-99.1% | $7,477-98.8% | $9,541-99.1% |