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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 | $8,827 | $168,635-94.8% | $147,617-94.0% | $125,389-93.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.99% | 77.65%-83.6pp | 61.98%-68.0pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,288 | $6,252-79.4% | $5,564-76.8% | $4,866-73.5% |
| Participant deferral / active EE | $4,480 | $5,507-18.6% | $4,895-8.5% | $5,352-16.3% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |