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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 | $5,259 | $129,960-96.0% | $104,299-95.0% | $134,545-96.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.31% | 42.06%-64.4pp | 24.62%-46.9pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,055 | $4,186-74.8% | $3,373-68.7% | $4,742-77.7% |
| Participant deferral / active EE | $1,407 | $5,589-74.8% | $4,626-69.6% | $6,401-78.0% |
| Admin fee / account holder | $25 | $9,324-99.7% | $7,339-99.7% | $11,431-99.8% |