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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 | $12,781 | $56,197-77.3% | $67,652-81.1% | $59,633-78.6% |
| Participation rate | 80.4% | 71.5%+8.9pp | 75.7%+4.7pp | 68.7%+11.7pp |
| Annual return | -2.74% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,901 | $1,615+17.7% | $2,266-16.1% | $2,203-13.7% |
| Participant deferral / active EE | $4,265 | $2,844+50.0% | $3,560+19.8% | $3,192+33.6% |
| Admin fee / account holder | $105 | $3,958-97.3% | $4,821-97.8% | $4,297-97.6% |