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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 | $4,711 | $113,338-95.8% | $94,993-95.0% | $147,586-96.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -0.90% | 20.80%-21.7pp | 27.14%-28.0pp | 578.59%-579.5pp |
| Employer contribution / active EE | $434 | $3,160-86.3% | $2,603-83.3% | $4,876-91.1% |
| Participant deferral / active EE | $543 | $3,777-85.6% | $3,317-83.6% | $5,439-90.0% |
| Admin fee / account holder | $35 | $6,063-99.4% | $4,960-99.3% | $10,886-99.7% |